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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 | $7,086 | $76,371-90.7% | $93,621-92.4% | $72,976-90.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -29.91% | 25.82%-55.7pp | 32.76%-62.7pp | 81.02%-110.9pp |
| Employer contribution / active EE | $1,035 | $2,276-54.5% | $2,719-61.9% | $2,440-57.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $74 | $6,839-98.9% | $7,890-99.1% | $5,124-98.6% |