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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 | $6,161 | $51,708-88.1% | $106,619-94.2% | $62,881-90.2% |
| Participation rate | 97.9% | 66.9%+31.0pp | 78.0%+19.9pp | 69.3%+28.6pp |
| Annual return | -1.27% | 4.69%-6.0pp | 9.42%-10.7pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,549 | $1,764-12.1% | $3,947-60.7% | $2,281-32.1% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $113 | $3,349-96.6% | $6,418-98.2% | $4,296-97.4% |