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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 | $2,240 | $45,087-95.0% | $69,483-96.8% | $72,976-96.9% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.3pp | 69.5%+23.4pp |
| Annual return | -0.56% | 22.67%-23.2pp | 28.99%-29.5pp | 81.02%-81.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $52 | $3,057-98.3% | $3,841-98.6% | $5,124-99.0% |