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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 | $6,848 | $56,544-87.9% | $75,501-90.9% | $70,126-90.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -1.19% | 23.59%-24.8pp | 27.35%-28.5pp | 73.15%-74.3pp |
| Employer contribution / active EE | $987 | $1,817-45.7% | $2,352-58.1% | $2,343-57.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $294 | $3,827-92.3% | $5,801-94.9% | $4,645-93.7% |