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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 | $4,725 | $48,364-90.2% | $71,796-93.4% | $62,881-92.5% |
| Participation rate | 90.2% | 60.6%+29.6pp | 69.1%+21.1pp | 69.3%+20.9pp |
| Annual return | -3.43% | 13.16%-16.6pp | 78.04%-81.5pp | 20.14%-23.6pp |
| Employer contribution / active EE | $815 | $1,042-21.8% | $1,924-57.6% | $2,281-64.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $55 | $3,771-98.5% | $4,815-98.9% | $4,296-98.7% |