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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 | $4,903 | $63,082-92.2% | $81,726-94.0% | $79,856-93.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -13.26% | 22.66%-35.9pp | 29.49%-42.8pp | 31.71%-45.0pp |
| Employer contribution / active EE | $1,488 | $1,795-17.1% | $4,311-65.5% | $2,471-39.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $115 | $4,428-97.4% | $5,160-97.8% | $5,306-97.8% |