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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 | $2,855 | $43,338-93.4% | $59,887-95.2% | $64,173-95.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -10.73% | -1.55%-9.2pp | 3.46%-14.2pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,757 | $2,030-13.5% | $2,722-35.5% | $2,381-26.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33 | $3,007-98.9% | $3,591-99.1% | $4,887-99.3% |