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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 | $6,703 | $73,009-90.8% | $90,756-92.6% | $68,495-90.2% |
| Participation rate | 75.9% | 70.8%+5.0pp | 75.7%+0.2pp | 67.9%+8.0pp |
| Annual return | -19.74% | -13.81%-5.9pp | -12.16%-7.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $990 | $2,193-54.9% | $2,922-66.1% | $2,596-61.9% |
| Participant deferral / active EE | $4,213 | $3,626+16.2% | $4,565-7.7% | $4,028+4.6% |
| Admin fee / account holder | $26 | $5,896-99.6% | $8,445-99.7% | $5,403-99.5% |