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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 | $7,351 | $106,115-93.1% | $85,969-91.4% | $125,389-94.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -14.71% | 13.93%-28.6pp | 9.32%-24.0pp | 282.24%-297.0pp |
| Employer contribution / active EE | $989 | $4,537-78.2% | $3,474-71.5% | $4,866-79.7% |
| Participant deferral / active EE | $5,173 | $4,859+6.5% | $3,829+35.1% | $5,352-3.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |