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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 | $7,410 | $54,162-86.3% | $68,612-89.2% | $64,173-88.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -18.90% | -1.62%-17.3pp | -4.63%-14.3pp | 7.63%-26.5pp |
| Employer contribution / active EE | $1,272 | $1,846-31.1% | $2,625-51.5% | $2,381-46.6% |
| Participant deferral / active EE | $4,544 | $2,626+73.0% | $3,311+37.2% | $3,470+31.0% |
| Admin fee / account holder | $70 | $4,029-98.3% | $5,131-98.6% | $4,887-98.6% |