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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 | $2,489 | $48,364-94.9% | $71,796-96.5% | $62,881-96.0% |
| Participation rate | 89.7% | 60.6%+29.1pp | 69.1%+20.6pp | 69.3%+20.4pp |
| Annual return | -26.07% | 13.16%-39.2pp | 78.04%-104.1pp | 20.14%-46.2pp |
| Employer contribution / active EE | $770 | $1,042-26.1% | $1,924-60.0% | $2,281-66.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $185 | $3,771-95.1% | $4,815-96.2% | $4,296-95.7% |