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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 | $19,370 | $72,269-73.2% | $101,271-80.9% | $79,852-75.7% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | -6.62% | 22.29%-28.9pp | 46.48%-53.1pp | 31.72%-38.3pp |
| Employer contribution / active EE | $3,710 | $2,692+37.8% | $3,660+1.4% | $2,471+50.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $169 | $4,401-96.2% | $5,948-97.2% | $5,306-96.8% |