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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 | $2,718 | $42,383-93.6% | $76,518-96.4% | $64,173-95.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -11.20% | -16.54%+5.3pp | -0.27%-10.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $539 | $1,563-65.5% | $2,647-79.6% | $2,381-77.4% |
| Participant deferral / active EE | $2,212 | $2,566-13.8% | $3,836-42.3% | $3,470-36.3% |
| Admin fee / account holder | $17 | $3,198-99.5% | $4,849-99.7% | $4,887-99.7% |