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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 | $4,139 | $32,037-87.1% | $69,182-94.0% | $62,881-93.4% |
| Participation rate | 84.5% | 43.4%+41.1pp | 55.1%+29.4pp | 69.3%+15.2pp |
| Annual return | 3.60% | 15.16%-11.6pp | -21.93%+25.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $282 | $679-58.5% | $1,206-76.6% | $2,281-87.7% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $104 | $2,608-96.0% | $2,697-96.1% | $4,296-97.6% |