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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 | $9,965 | $87,546-88.6% | $75,784-86.9% | $125,389-92.1% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -4.79% | 13.49%-18.3pp | 9.68%-14.5pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,010 | $3,930-48.9% | $3,323-39.5% | $4,866-58.7% |
| Participant deferral / active EE | $4,482 | $4,230+6.0% | $3,652+22.7% | $5,352-16.3% |
| Admin fee / account holder | $1 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |