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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 | $6,824 | $65,712-89.6% | $57,196-88.1% | $273,972-97.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | -2.40% | 22.01%-24.4pp | 14.59%-17.0pp | 41.46%-43.9pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,025 | $3,782-46.5% | $3,096-34.6% | $5,287-61.7% |
| Admin fee / account holder | $24 | $4,838-99.5% | $3,141-99.2% | $10,133-99.8% |