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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 | $4,742 | $71,873-93.4% | $86,698-94.5% | $68,490-93.1% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -36.60% | 3.54%-40.1pp | 35.96%-72.6pp | -7.85%-28.7pp |
| Employer contribution / active EE | $1,937 | $2,173-10.9% | $2,837-31.7% | $2,597-25.4% |
| Participant deferral / active EE | $2,327 | $3,779-38.4% | $4,656-50.0% | $4,028-42.2% |
| Admin fee / account holder | $160 | $6,110-97.4% | $7,492-97.9% | $5,403-97.0% |