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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 | $6,693 | $42,383-84.2% | $76,518-91.3% | $64,173-89.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -21.36% | -16.54%-4.8pp | -0.27%-21.1pp | 7.63%-29.0pp |
| Employer contribution / active EE | $2,122 | $1,563+35.7% | $2,647-19.8% | $2,381-10.9% |
| Participant deferral / active EE | $2,748 | $2,566+7.1% | $3,836-28.4% | $3,470-20.8% |
| Admin fee / account holder | $26 | $3,198-99.2% | $4,849-99.5% | $4,887-99.5% |