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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,839 | $94,529-78.0% | $140,019-85.1% | $64,173-67.5% |
| Participation rate | 93.2% | 84.1%+9.1pp | 87.5%+5.7pp | 69.6%+23.7pp |
| Annual return | -9.92% | 7.77%-17.7pp | 651.17%-661.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,155 | $3,812-43.5% | $5,605-61.6% | $2,381-9.5% |
| Participant deferral / active EE | $3,767 | $5,250-28.2% | $6,927-45.6% | $3,470+8.6% |
| Admin fee / account holder | $260 | $6,741-96.1% | $10,705-97.6% | $4,887-94.7% |