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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 | $6,732 | $59,834-88.7% | $79,576-91.5% | $68,495-90.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -23.68% | -12.30%-11.4pp | 0.15%-23.8pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,956 | $1,505+30.0% | $2,413-18.9% | $2,596-24.6% |
| Participant deferral / active EE | $2,615 | $3,024-13.5% | $3,985-34.4% | $4,028-35.1% |
| Admin fee / account holder | $17 | $4,835-99.7% | $6,834-99.8% | $5,403-99.7% |