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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 | $3,950 | $50,947-92.2% | $74,551-94.7% | $64,173-93.8% |
| Participation rate | 91.2% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.6pp |
| Annual return | -45.76% | -1.85%-43.9pp | 32.53%-78.3pp | 7.63%-53.4pp |
| Employer contribution / active EE | $794 | $1,115-28.8% | $1,961-59.5% | $2,381-66.7% |
| Participant deferral / active EE | $2,851 | $2,302+23.9% | $3,108-8.3% | $3,470-17.8% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |