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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 | $6,556 | $42,383-84.5% | $76,518-91.4% | $64,173-89.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -22.34% | -16.54%-5.8pp | -0.27%-22.1pp | 7.63%-30.0pp |
| Employer contribution / active EE | $282 | $1,563-82.0% | $2,647-89.3% | $2,381-88.1% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $243 | $3,198-92.4% | $4,849-95.0% | $4,887-95.0% |