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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 | $12,387 | $83,908-85.2% | $68,509-81.9% | $125,393-90.1% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -6.90% | 14.48%-21.4pp | 8.27%-15.2pp | 282.23%-289.1pp |
| Employer contribution / active EE | $1,791 | $3,031-40.9% | $2,278-21.4% | $4,866-63.2% |
| Participant deferral / active EE | $2,087 | $4,125-49.4% | $3,382-38.3% | $5,351-61.0% |
| Admin fee / account holder | $177 | $8,982-98.0% | $5,275-96.6% | $9,541-98.1% |