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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 | $8,421 | $57,065-85.2% | $75,670-88.9% | $70,131-88.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | -36.65% | 23.57%-60.2pp | 27.34%-64.0pp | 73.14%-109.8pp |
| Employer contribution / active EE | $2,645 | $1,817+45.6% | $2,352+12.5% | $2,342+12.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44 | $3,825-98.9% | $5,800-99.2% | $4,645-99.1% |