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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 | $13,527 | $50,947-73.4% | $74,551-81.9% | $64,173-78.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -10.48% | -1.85%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,793 | $1,115+60.8% | $1,961-8.6% | $2,381-24.7% |
| Participant deferral / active EE | $4,117 | $2,302+78.9% | $3,108+32.5% | $3,470+18.7% |
| Admin fee / account holder | $293 | $4,221-93.1% | $5,059-94.2% | $4,887-94.0% |