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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 | $14,295 | $87,546-83.7% | $75,784-81.1% | $125,389-88.6% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -6.94% | 13.49%-20.4pp | 9.68%-16.6pp | 282.24%-289.2pp |
| Employer contribution / active EE | $2,171 | $3,930-44.8% | $3,323-34.7% | $4,866-55.4% |
| Participant deferral / active EE | $5,100 | $4,230+20.6% | $3,652+39.7% | $5,352-4.7% |
| Admin fee / account holder | $172 | $6,503-97.4% | $5,300-96.8% | $9,541-98.2% |