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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 | $9,325 | $53,162-82.5% | $91,225-89.8% | $68,486-86.4% |
| Participation rate | 85.7% | 63.2%+22.5pp | 73.2%+12.5pp | 67.9%+17.8pp |
| Annual return | -22.35% | -3.14%-19.2pp | 114.12%-136.5pp | -7.85%-14.5pp |
| Employer contribution / active EE | $2,058 | $1,709+20.4% | $2,851-27.8% | $2,597-20.7% |
| Participant deferral / active EE | $2,255 | $2,974-24.2% | $4,233-46.7% | $4,028-44.0% |
| Admin fee / account holder | $124 | $4,493-97.2% | $5,422-97.7% | $5,404-97.7% |