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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 | $10,161 | $46,697-78.2% | $117,529-91.4% | $68,490-85.2% |
| Participation rate | 90.0% | 56.8%+33.2pp | 70.6%+19.4pp | 67.9%+22.1pp |
| Annual return | -24.24% | -14.52%-9.7pp | 29.77%-54.0pp | -7.85%-16.4pp |
| Employer contribution / active EE | $2,515 | $1,506+67.1% | $4,179-39.8% | $2,597-3.1% |
| Participant deferral / active EE | $5,318 | $2,637+101.6% | $4,072+30.6% | $4,028+32.0% |
| Admin fee / account holder | $52 | $4,023-98.7% | $5,645-99.1% | $5,403-99.0% |