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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 | $3,707 | $73,863-95.0% | $143,797-97.4% | $68,490-94.6% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -27.64% | 0.91%-28.5pp | -0.04%-27.6pp | -7.85%-19.8pp |
| Employer contribution / active EE | $1,615 | $3,185-49.3% | $4,952-67.4% | $2,597-37.8% |
| Participant deferral / active EE | $1,540 | $3,385-54.5% | $5,638-72.7% | $4,028-61.8% |
| Admin fee / account holder | $177 | $5,756-96.9% | $14,679-98.8% | $5,403-96.7% |