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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 | $3,684 | $58,587-93.7% | $83,322-95.6% | $64,173-94.3% |
| Participation rate | 85.0% | 72.0%+13.0pp | 77.8%+7.2pp | 69.6%+15.4pp |
| Annual return | -21.84% | 9.65%-31.5pp | 10.64%-32.5pp | 7.63%-29.5pp |
| Employer contribution / active EE | $712 | $2,098-66.1% | $3,379-78.9% | $2,381-70.1% |
| Participant deferral / active EE | $2,290 | $4,654-50.8% | $5,565-58.8% | $3,470-34.0% |
| Admin fee / account holder | $221 | $9,279-97.6% | $7,540-97.1% | $4,887-95.5% |