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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 | $7,661 | $64,716-88.2% | $112,258-93.2% | $68,495-88.8% |
| Participation rate | 90.3% | 67.2%+23.2pp | 75.1%+15.3pp | 67.9%+22.4pp |
| Annual return | -26.74% | -11.40%-15.3pp | 27.47%-54.2pp | -7.84%-18.9pp |
| Employer contribution / active EE | $2,033 | $2,746-26.0% | $3,636-44.1% | $2,596-21.7% |
| Participant deferral / active EE | $3,281 | $3,565-8.0% | $4,728-30.6% | $4,028-18.5% |
| Admin fee / account holder | $16 | $5,232-99.7% | $6,411-99.7% | $5,403-99.7% |