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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 | $11,414 | $81,870-86.1% | $119,634-90.5% | $68,490-83.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.13% | -23.82%+3.7pp | -14.98%-5.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,157 | $2,692-19.9% | $4,232-49.0% | $2,597-16.9% |
| Participant deferral / active EE | $2,926 | $4,148-29.5% | $5,601-47.8% | $4,028-27.4% |
| Admin fee / account holder | $212 | $6,583-96.8% | $10,329-97.9% | $5,403-96.1% |