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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 | $5,489 | $64,716-91.5% | $112,258-95.1% | $68,495-92.0% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.6pp |
| Annual return | -42.77% | -11.40%-31.4pp | 27.47%-70.2pp | -7.84%-34.9pp |
| Employer contribution / active EE | $2,228 | $2,746-18.9% | $3,636-38.7% | $2,596-14.2% |
| Participant deferral / active EE | $3,029 | $3,565-15.0% | $4,728-35.9% | $4,028-24.8% |
| Admin fee / account holder | $155 | $5,232-97.0% | $6,411-97.6% | $5,403-97.1% |