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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 | $25,438 | $110,083-76.9% | $151,628-83.2% | $68,495-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.01% | -10.12%-10.9pp | 3.34%-24.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $3,671 | $4,470-17.9% | $6,165-40.5% | $2,596+41.4% |
| Participant deferral / active EE | $7,405 | $6,526+13.5% | $8,363-11.4% | $4,028+83.9% |
| Admin fee / account holder | $111 | $7,718-98.6% | $11,613-99.0% | $5,403-97.9% |