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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 | $5,190 | $54,162-90.4% | $68,612-92.4% | $64,173-91.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -25.65% | -1.62%-24.0pp | -4.63%-21.0pp | 7.63%-33.3pp |
| Employer contribution / active EE | $1,319 | $1,846-28.6% | $2,625-49.8% | $2,381-44.6% |
| Participant deferral / active EE | $3,053 | $2,626+16.2% | $3,311-7.8% | $3,470-12.0% |
| Admin fee / account holder | $108 | $4,029-97.3% | $5,131-97.9% | $4,887-97.8% |