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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 | $3,064 | $108,212-97.2% | $77,513-96.0% | $158,966-98.1% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | -15.31% | 31.67%-47.0pp | 54.81%-70.1pp | 302.95%-318.3pp |
| Employer contribution / active EE | $148 | $1,325-88.9% | $987-85.0% | $4,762-96.9% |
| Participant deferral / active EE | $1,602 | $2,455-34.8% | $1,861-13.9% | $5,983-73.2% |
| Admin fee / account holder | $163 | $3,709-95.6% | $2,859-94.3% | $11,250-98.6% |