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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 | $3,644 | $73,863-95.1% | $143,797-97.5% | $68,490-94.7% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -30.12% | 0.91%-31.0pp | -0.04%-30.1pp | -7.85%-22.3pp |
| Employer contribution / active EE | $940 | $3,185-70.5% | $4,952-81.0% | $2,597-63.8% |
| Participant deferral / active EE | $2,142 | $3,385-36.7% | $5,638-62.0% | $4,028-46.8% |
| Admin fee / account holder | $91 | $5,756-98.4% | $14,679-99.4% | $5,403-98.3% |