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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 | $9,725 | $43,075-77.4% | $74,577-87.0% | $62,881-84.5% |
| Participation rate | 87.8% | 58.1%+29.8pp | 68.1%+19.7pp | 69.3%+18.5pp |
| Annual return | -10.13% | 17.50%-27.6pp | 20.47%-30.6pp | 20.14%-30.3pp |
| Employer contribution / active EE | $736 | $1,498-50.8% | $2,525-70.8% | $2,281-67.7% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $237 | $2,840-91.7% | $4,138-94.3% | $4,296-94.5% |