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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 | $2,404 | $32,037-92.5% | $69,182-96.5% | $62,881-96.2% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 3.74% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $116 | $679-82.9% | $1,206-90.4% | $2,281-94.9% |
| Participant deferral / active EE | $348 | $1,185-70.7% | $1,897-81.7% | $3,203-89.1% |
| Admin fee / account holder | $33 | $2,608-98.7% | $2,697-98.8% | $4,296-99.2% |