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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 | $3,094 | $52,836-94.1% | $105,736-97.1% | $64,173-95.2% |
| Participation rate | 90.1% | 66.5%+23.6pp | 76.3%+13.8pp | 69.6%+20.6pp |
| Annual return | -12.20% | 14.30%-26.5pp | 6.27%-18.5pp | 7.63%-19.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,054 | $2,545-58.6% | $4,080-74.2% | $3,470-69.6% |
| Admin fee / account holder | $208 | $3,959-94.7% | $6,913-97.0% | $4,887-95.7% |