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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 | $3,353 | $73,839-95.5% | $143,788-97.7% | $68,495-95.1% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -27.62% | 1.01%-28.6pp | -0.03%-27.6pp | -7.84%-19.8pp |
| Employer contribution / active EE | $428 | $3,184-86.6% | $4,952-91.4% | $2,596-83.5% |
| Participant deferral / active EE | $1,338 | $3,384-60.5% | $5,638-76.3% | $4,028-66.8% |
| Admin fee / account holder | $270 | $5,755-95.3% | $14,675-98.2% | $5,403-95.0% |