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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 | $9,788 | $138,078-92.9% | $125,363-92.2% | $134,509-92.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.29% | 750.49%-772.8pp | 572.15%-594.4pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,168 | $5,245-58.7% | $4,815-55.0% | $4,741-54.3% |
| Participant deferral / active EE | $3,717 | $7,800-52.3% | $7,447-50.1% | $6,400-41.9% |
| Admin fee / account holder | $38 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |