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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 | $20,375 | $73,009-72.1% | $90,760-77.6% | $68,486-70.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.65% | -13.81%-5.8pp | -12.16%-7.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $964 | $2,193-56.0% | $2,922-67.0% | $2,597-62.9% |
| Participant deferral / active EE | $3,881 | $3,626+7.0% | $4,565-15.0% | $4,028-3.6% |
| Admin fee / account holder | $226 | $5,896-96.2% | $8,444-97.3% | $5,404-95.8% |