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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 | $18,384 | $181,896-89.9% | $156,551-88.3% | $273,972-93.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.67% | 30.74%-39.4pp | 32.23%-40.9pp | 41.46%-50.1pp |
| Employer contribution / active EE | $2,745 | $6,248-56.1% | $5,501-50.1% | $4,869-43.6% |
| Participant deferral / active EE | $8,250 | $5,550+48.6% | $4,871+69.4% | $5,287+56.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |