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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 | $3,889 | $73,863-94.7% | $143,797-97.3% | $68,490-94.3% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -24.52% | 0.91%-25.4pp | -0.04%-24.5pp | -7.85%-16.7pp |
| Employer contribution / active EE | $1,808 | $3,185-43.2% | $4,952-63.5% | $2,597-30.4% |
| Participant deferral / active EE | $2,735 | $3,385-19.2% | $5,638-51.5% | $4,028-32.1% |
| Admin fee / account holder | $199 | $5,756-96.5% | $14,679-98.6% | $5,403-96.3% |