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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 | $10,054 | $50,947-80.3% | $74,551-86.5% | $64,173-84.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -11.83% | -1.85%-10.0pp | 32.53%-44.4pp | 7.63%-19.5pp |
| Employer contribution / active EE | $2,877 | $1,115+157.9% | $1,961+46.7% | $2,381+20.8% |
| Participant deferral / active EE | $2,880 | $2,302+25.1% | $3,108-7.3% | $3,470-17.0% |
| Admin fee / account holder | $231 | $4,221-94.5% | $5,059-95.4% | $4,887-95.3% |