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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 | $10,571 | $67,602-84.4% | $82,312-87.2% | $70,126-84.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -6.35% | 21.57%-27.9pp | 25.88%-32.2pp | 73.15%-79.5pp |
| Employer contribution / active EE | $1,448 | $1,755-17.5% | $2,428-40.4% | $2,343-38.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $164 | $4,512-96.4% | $5,608-97.1% | $4,645-96.5% |