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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 | $6,864 | $54,726-87.5% | $68,793-90.0% | $64,186-89.3% |
| Participation rate | 96.7% | 68.0%+28.6pp | 72.2%+24.4pp | 69.6%+27.1pp |
| Annual return | -19.27% | -1.62%-17.7pp | -4.63%-14.6pp | 7.63%-26.9pp |
| Employer contribution / active EE | $1,507 | $1,846-18.4% | $2,625-42.6% | $2,381-36.7% |
| Participant deferral / active EE | $3,508 | $2,626+33.6% | $3,311+6.0% | $3,470+1.1% |
| Admin fee / account holder | $7 | $4,027-99.8% | $5,131-99.9% | $4,888-99.8% |