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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 | $6,435 | $45,872-86.0% | $77,100-91.7% | $68,490-90.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -21.19% | 1.73%-22.9pp | 42.35%-63.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,189 | $1,650-27.9% | $2,815-57.8% | $2,597-54.2% |
| Participant deferral / active EE | $2,588 | $2,963-12.6% | $4,430-41.6% | $4,028-35.7% |
| Admin fee / account holder | $75 | $3,041-97.5% | $5,443-98.6% | $5,403-98.6% |