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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 | $13,614 | $99,345-86.3% | $84,753-83.9% | $273,972-95.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.07% | 22.93%-26.0pp | 22.78%-25.9pp | 41.46%-44.5pp |
| Employer contribution / active EE | $1,441 | $4,214-65.8% | $3,574-59.7% | $4,869-70.4% |
| Participant deferral / active EE | $1,549 | $4,270-63.7% | $3,712-58.3% | $5,287-70.7% |
| Admin fee / account holder | $223 | $6,645-96.6% | $5,333-95.8% | $10,133-97.8% |