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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 | $4,489 | $100,805-95.5% | $86,698-94.8% | $134,532-96.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -41.03% | 29.09%-70.1pp | 35.95%-77.0pp | 418.27%-459.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,686 | $5,339-49.7% | $4,656-42.3% | $6,401-58.0% |
| Admin fee / account holder | $158 | $10,925-98.6% | $7,493-97.9% | $11,429-98.6% |