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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 | $8,595 | $62,583-86.3% | $76,767-88.8% | $64,173-86.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -11.56% | -1.95%-9.6pp | 2.43%-14.0pp | 7.63%-19.2pp |
| Employer contribution / active EE | $3,428 | $1,832+87.1% | $2,485+37.9% | $2,381+44.0% |
| Participant deferral / active EE | $1,988 | $3,145-36.8% | $3,852-48.4% | $3,470-42.7% |
| Admin fee / account holder | $259 | $4,667-94.4% | $6,675-96.1% | $4,887-94.7% |