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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 | $16,642 | $64,729-74.3% | $112,263-85.2% | $68,490-75.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -30.89% | -11.40%-19.5pp | 27.49%-58.4pp | -7.85%-23.0pp |
| Employer contribution / active EE | $12,041 | $2,746+338.5% | $3,636+231.1% | $2,597+363.7% |
| Participant deferral / active EE | $2,771 | $3,566-22.3% | $4,729-41.4% | $4,028-31.2% |
| Admin fee / account holder | $296 | $5,222-94.3% | $6,410-95.4% | $5,403-94.5% |