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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 | $2,077 | $73,848-97.2% | $143,799-98.6% | $68,486-97.0% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -19.60% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $553 | $3,184-82.6% | $4,952-88.8% | $2,597-78.7% |
| Participant deferral / active EE | $1,265 | $3,385-62.6% | $5,638-77.6% | $4,028-68.6% |
| Admin fee / account holder | $68 | $5,755-98.8% | $14,677-99.5% | $5,404-98.7% |