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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 | $13,287 | $87,546-84.8% | $75,784-82.5% | $125,389-89.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.06% | 13.49%-19.5pp | 9.68%-15.7pp | 282.24%-288.3pp |
| Employer contribution / active EE | $5,985 | $3,930+52.3% | $3,323+80.1% | $4,866+23.0% |
| Participant deferral / active EE | $1,620 | $4,230-61.7% | $3,652-55.6% | $5,352-69.7% |
| Admin fee / account holder | $102 | $6,503-98.4% | $5,300-98.1% | $9,541-98.9% |