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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 | $14,346 | $50,947-71.8% | $74,549-80.8% | $64,173-77.6% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.1%+13.0pp | 69.6%+12.6pp |
| Annual return | -14.58% | -1.85%-12.7pp | 32.53%-47.1pp | 7.63%-22.2pp |
| Employer contribution / active EE | $562 | $1,115-49.6% | $1,961-71.3% | $2,381-76.4% |
| Participant deferral / active EE | $3,104 | $2,302+34.9% | $3,108-0.1% | $3,470-10.5% |
| Admin fee / account holder | $69 | $4,221-98.4% | $5,059-98.6% | $4,887-98.6% |