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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 | $15,475 | $52,836-70.7% | $105,736-85.4% | $64,173-75.9% |
| Participation rate | 97.4% | 66.5%+30.9pp | 76.3%+21.1pp | 69.6%+27.9pp |
| Annual return | -17.07% | 14.30%-31.4pp | 6.27%-23.3pp | 7.63%-24.7pp |
| Employer contribution / active EE | $2,308 | $1,827+26.3% | $3,268-29.4% | $2,381-3.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $37 | $3,959-99.1% | $6,913-99.5% | $4,887-99.2% |