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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 | $14,351 | $113,941-87.4% | $94,229-84.8% | $125,389-88.6% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -3.53% | 5.29%-8.8pp | 10.68%-14.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,215 | $4,727-74.3% | $3,587-66.1% | $4,866-75.0% |
| Participant deferral / active EE | $2,431 | $5,179-53.1% | $4,320-43.7% | $5,352-54.6% |
| Admin fee / account holder | $56 | $8,392-99.3% | $6,269-99.1% | $9,541-99.4% |