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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 | $12,061 | $62,589-80.7% | $76,768-84.3% | $64,173-81.2% |
| Participation rate | 73.3% | 72.8%+0.5pp | 77.0%-3.6pp | 69.6%+3.8pp |
| Annual return | -10.09% | -1.95%-8.1pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,532 | $3,145-51.3% | $3,852-60.2% | $3,470-55.8% |
| Admin fee / account holder | $65 | $4,667-98.6% | $6,675-99.0% | $4,887-98.7% |