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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 | $2,451 | $48,235-94.9% | $68,803-96.4% | $68,490-96.4% |
| Participation rate | 96.0% | 60.7%+35.3pp | 69.0%+27.0pp | 67.9%+28.1pp |
| Annual return | -34.99% | -12.70%-22.3pp | -6.37%-28.6pp | -7.85%-27.1pp |
| Employer contribution / active EE | $1,181 | $1,829-35.4% | $2,656-55.5% | $2,597-54.5% |
| Participant deferral / active EE | $1,862 | $2,867-35.0% | $3,942-52.8% | $4,028-53.8% |
| Admin fee / account holder | $18 | $4,361-99.6% | $4,936-99.6% | $5,403-99.7% |