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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 | $7,497 | $73,848-89.8% | $143,799-94.8% | $68,486-89.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.45% | 0.91%-24.4pp | -0.04%-23.4pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,933 | $3,184-39.3% | $4,952-61.0% | $2,597-25.5% |
| Participant deferral / active EE | $3,391 | $3,385+0.2% | $5,638-39.9% | $4,028-15.8% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,677-99.0% | $5,404-97.2% |