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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 | $7,605 | $43,730-82.6% | $121,220-93.7% | $64,173-88.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -8.29% | 68.94%-77.2pp | 16.94%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,365 | $1,297+5.3% | $4,023-66.1% | $2,381-42.7% |
| Participant deferral / active EE | $1,915 | $2,281-16.0% | $3,345-42.7% | $3,470-44.8% |
| Admin fee / account holder | $299 | $3,502-91.5% | $5,021-94.0% | $4,887-93.9% |