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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 | $3,191 | $54,162-94.1% | $68,612-95.3% | $64,173-95.0% |
| Participation rate | 93.5% | 68.1%+25.5pp | 72.2%+21.3pp | 69.6%+24.0pp |
| Annual return | -15.64% | -1.62%-14.0pp | -4.63%-11.0pp | 7.63%-23.3pp |
| Employer contribution / active EE | $799 | $1,846-56.7% | $2,625-69.6% | $2,381-66.4% |
| Participant deferral / active EE | $1,854 | $2,626-29.4% | $3,311-44.0% | $3,470-46.6% |
| Admin fee / account holder | $53 | $4,029-98.7% | $5,131-99.0% | $4,887-98.9% |