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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 | $12,952 | $56,339-77.0% | $104,299-87.6% | $68,490-81.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -19.66% | -9.19%-10.5pp | 24.62%-44.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,817 | $1,960-7.3% | $3,373-46.1% | $2,597-30.0% |
| Participant deferral / active EE | $1,942 | $3,077-36.9% | $4,626-58.0% | $4,028-51.8% |
| Admin fee / account holder | $245 | $4,902-95.0% | $7,339-96.7% | $5,403-95.5% |