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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 | $12,399 | $52,306-76.3% | $69,779-82.2% | $62,881-80.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -3.88% | 13.35%-17.2pp | 12.99%-16.9pp | 20.14%-24.0pp |
| Employer contribution / active EE | $5,850 | $1,799+225.2% | $2,338+150.2% | $2,281+156.5% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |