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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 | $6,628 | $73,863-91.0% | $143,797-95.4% | $68,490-90.3% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -31.62% | 0.91%-32.5pp | -0.04%-31.6pp | -7.85%-23.8pp |
| Employer contribution / active EE | $2,197 | $3,185-31.0% | $4,952-55.6% | $2,597-15.4% |
| Participant deferral / active EE | $2,253 | $3,385-33.4% | $5,638-60.0% | $4,028-44.1% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |