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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 | $13,909 | $142,430-90.2% | $115,170-87.9% | $152,885-90.9% |
| Participation rate | 78.9% | 82.4%-3.4pp | 75.9%+3.0pp | 82.5%-3.5pp |
| Annual return | -6.45% | 41.48%-47.9pp | 35.60%-42.1pp | 345.39%-351.8pp |
| Employer contribution / active EE | $1,735 | $4,011-56.7% | $3,179-45.4% | $4,763-63.6% |
| Participant deferral / active EE | $2,017 | $5,165-61.0% | $4,169-51.6% | $5,851-65.5% |
| Admin fee / account holder | $155 | $8,464-98.2% | $7,089-97.8% | $11,598-98.7% |