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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 | $2,623 | $45,872-94.3% | $77,096-96.6% | $68,486-96.2% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+24.9pp | 67.9%+25.0pp |
| Annual return | -20.38% | 1.73%-22.1pp | 42.35%-62.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $797 | $1,650-51.7% | $2,814-71.7% | $2,597-69.3% |
| Participant deferral / active EE | $1,218 | $2,963-58.9% | $4,429-72.5% | $4,028-69.8% |
| Admin fee / account holder | $145 | $3,041-95.2% | $5,428-97.3% | $5,404-97.3% |