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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 | $2,225 | $42,909-94.8% | $60,906-96.3% | $68,486-96.8% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -24.23% | -13.99%-10.2pp | 16.94%-41.2pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,972 | $2,866-31.2% | $3,814-48.3% | $4,028-51.0% |
| Admin fee / account holder | $146 | $3,104-95.3% | $3,227-95.5% | $5,404-97.3% |