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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 | $2,088 | $42,909-95.1% | $60,906-96.6% | $68,486-97.0% |
| Participation rate | 70.5% | 66.8%+3.7pp | 73.1%-2.6pp | 67.9%+2.6pp |
| Annual return | -21.88% | -13.99%-7.9pp | 16.94%-38.8pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $874 | $2,866-69.5% | $3,814-77.1% | $4,028-78.3% |
| Admin fee / account holder | $59 | $3,104-98.1% | $3,227-98.2% | $5,404-98.9% |