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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 | $15,960 | $63,082-74.7% | $81,726-80.5% | $79,856-80.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -12.69% | 22.66%-35.4pp | 29.49%-42.2pp | 31.71%-44.4pp |
| Employer contribution / active EE | $2,185 | $1,795+21.7% | $4,311-49.3% | $2,471-11.6% |
| Participant deferral / active EE | $3,300 | $2,780+18.7% | $7,108-53.6% | $3,741-11.8% |
| Admin fee / account holder | $115 | $4,428-97.4% | $5,160-97.8% | $5,306-97.8% |