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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 | $4,879 | $48,235-89.9% | $68,803-92.9% | $68,490-92.9% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -48.84% | -12.70%-36.1pp | -6.37%-42.5pp | -7.85%-41.0pp |
| Employer contribution / active EE | $452 | $1,829-75.3% | $2,656-83.0% | $2,597-82.6% |
| Participant deferral / active EE | $2,744 | $2,867-4.3% | $3,942-30.4% | $4,028-31.9% |
| Admin fee / account holder | $52 | $4,361-98.8% | $4,936-98.9% | $5,403-99.0% |