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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 | $10,902 | $79,633-86.3% | $93,759-88.4% | $68,495-84.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -26.22% | -0.10%-26.1pp | -11.33%-14.9pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,912 | $3,665-47.8% | $4,324-55.8% | $2,596-26.4% |
| Participant deferral / active EE | $3,330 | $5,158-35.4% | $6,096-45.4% | $4,028-17.3% |
| Admin fee / account holder | $137 | $6,871-98.0% | $7,197-98.1% | $5,403-97.5% |