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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 | $10,946 | $64,729-83.1% | $112,263-90.3% | $68,490-84.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.45% | -11.40%-10.0pp | 27.49%-48.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,242 | $2,746-54.8% | $3,636-65.9% | $2,597-52.2% |
| Participant deferral / active EE | $1,931 | $3,566-45.9% | $4,729-59.2% | $4,028-52.1% |
| Admin fee / account holder | $52 | $5,222-99.0% | $6,410-99.2% | $5,403-99.0% |