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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 | $8,274 | $53,162-84.4% | $91,227-90.9% | $68,490-87.9% |
| Participation rate | 88.2% | 63.2%+25.0pp | 73.2%+15.0pp | 67.9%+20.3pp |
| Annual return | -24.16% | -3.14%-21.0pp | 114.14%-138.3pp | -7.85%-16.3pp |
| Employer contribution / active EE | $908 | $1,709-46.9% | $2,851-68.2% | $2,597-65.0% |
| Participant deferral / active EE | $1,703 | $2,974-42.7% | $4,234-59.8% | $4,028-57.7% |
| Admin fee / account holder | $210 | $4,493-95.3% | $5,423-96.1% | $5,403-96.1% |