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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 | $10,201 | $50,947-80.0% | $74,549-86.3% | $64,173-84.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -15.46% | -1.85%-13.6pp | 32.53%-48.0pp | 7.63%-23.1pp |
| Employer contribution / active EE | $4,382 | $1,115+292.9% | $1,961+123.5% | $2,381+84.1% |
| Participant deferral / active EE | $3,698 | $2,302+60.7% | $3,108+19.0% | $3,470+6.6% |
| Admin fee / account holder | $134 | $4,221-96.8% | $5,059-97.4% | $4,887-97.3% |