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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 | $3,773 | $43,344-91.3% | $59,899-93.7% | $64,173-94.1% |
| Participation rate | 97.8% | 69.2%+28.7pp | 74.7%+23.1pp | 69.6%+28.3pp |
| Annual return | -17.56% | -1.55%-16.0pp | 3.46%-21.0pp | 7.63%-25.2pp |
| Employer contribution / active EE | $866 | $2,030-57.3% | $2,723-68.2% | $2,381-63.6% |
| Participant deferral / active EE | $1,253 | $2,547-50.8% | $3,402-63.2% | $3,470-63.9% |
| Admin fee / account holder | $107 | $3,008-96.4% | $3,592-97.0% | $4,887-97.8% |