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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 | $5,656 | $62,583-91.0% | $76,767-92.6% | $64,173-91.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -18.71% | -1.95%-16.8pp | 2.43%-21.1pp | 7.63%-26.3pp |
| Employer contribution / active EE | $2,297 | $1,832+25.4% | $2,485-7.6% | $2,381-3.5% |
| Participant deferral / active EE | $2,876 | $3,145-8.5% | $3,852-25.3% | $3,470-17.1% |
| Admin fee / account holder | $219 | $4,667-95.3% | $6,675-96.7% | $4,887-95.5% |