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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 | $6,671 | $211,946-96.9% | $169,452-96.1% | $135,380-95.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -11.83% | 3.26%-15.1pp | 1.83%-13.7pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,194 | $5,117-76.7% | $4,157-71.3% | $4,779-75.0% |
| Participant deferral / active EE | $1,492 | $6,075-75.4% | $5,277-71.7% | $5,609-73.4% |
| Admin fee / account holder | $14 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |