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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 | $7,533 | $59,819-87.4% | $79,583-90.5% | $68,490-89.0% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -27.59% | -12.30%-15.3pp | 0.16%-27.8pp | -7.85%-19.7pp |
| Employer contribution / active EE | $1,443 | $1,505-4.2% | $2,414-40.2% | $2,597-44.4% |
| Participant deferral / active EE | $3,984 | $3,025+31.7% | $3,9860% | $4,028-1.1% |
| Admin fee / account holder | $41 | $4,835-99.2% | $6,835-99.4% | $5,403-99.2% |