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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 | $7,184 | $46,697-84.6% | $117,533-93.9% | $68,486-89.5% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -20.34% | -14.52%-5.8pp | 29.77%-50.1pp | -7.85%-12.5pp |
| Employer contribution / active EE | $366 | $1,506-75.7% | $4,179-91.2% | $2,597-85.9% |
| Participant deferral / active EE | $1,734 | $2,637-34.2% | $4,072-57.4% | $4,028-56.9% |
| Admin fee / account holder | $112 | $4,023-97.2% | $5,647-98.0% | $5,404-97.9% |