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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 | $4,294 | $40,263-89.3% | $57,347-92.5% | $59,632-92.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.17% | 27.50%-29.7pp | 24.40%-26.6pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $515 | $1,922-73.2% | $2,689-80.8% | $2,203-76.6% |
| Participant deferral / active EE | $1,968 | $2,400-18.0% | $3,162-37.8% | $3,192-38.3% |
| Admin fee / account holder | $177 | $2,819-93.7% | $3,356-94.7% | $4,297-95.9% |