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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 | $6,680 | $42,383-84.2% | $76,518-91.3% | $64,173-89.6% |
| Participation rate | 74.1% | 58.1%+16.0pp | 68.0%+6.1pp | 69.6%+4.6pp |
| Annual return | -14.74% | -16.54%+1.8pp | -0.27%-14.5pp | 7.63%-22.4pp |
| Employer contribution / active EE | $2,176 | $1,563+39.2% | $2,647-17.8% | $2,381-8.6% |
| Participant deferral / active EE | $1,116 | $2,566-56.5% | $3,836-70.9% | $3,470-67.8% |
| Admin fee / account holder | $41 | $3,198-98.7% | $4,849-99.2% | $4,887-99.2% |