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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 | $13,705 | $167,353-91.8% | $143,797-90.5% | $134,545-89.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.11% | 0.48%-22.6pp | -0.04%-22.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $2,435 | $5,620-56.7% | $4,952-50.8% | $4,742-48.7% |
| Participant deferral / active EE | $5,253 | $6,447-18.5% | $5,638-6.8% | $6,401-17.9% |
| Admin fee / account holder | $58 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |