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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 | $2,139 | $73,848-97.1% | $143,799-98.5% | $68,486-96.9% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -37.21% | 0.91%-38.1pp | -0.04%-37.2pp | -7.85%-29.4pp |
| Employer contribution / active EE | $919 | $3,184-71.1% | $4,952-81.4% | $2,597-64.6% |
| Participant deferral / active EE | $1,383 | $3,385-59.1% | $5,638-75.5% | $4,028-65.7% |
| Admin fee / account holder | $276 | $5,755-95.2% | $14,677-98.1% | $5,404-94.9% |