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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 | $9,389 | $40,275-76.7% | $57,356-83.6% | $59,633-84.3% |
| Participation rate | 77.3% | 69.1%+8.1pp | 75.1%+2.2pp | 68.7%+8.6pp |
| Annual return | -2.41% | 27.52%-29.9pp | 24.41%-26.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $651 | $1,921-66.1% | $2,689-75.8% | $2,203-70.4% |
| Participant deferral / active EE | $1,400 | $2,400-41.6% | $3,162-55.7% | $3,192-56.1% |
| Admin fee / account holder | $140 | $2,820-95.0% | $3,357-95.8% | $4,297-96.7% |