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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 | $17,458 | $180,459-90.3% | $154,108-88.7% | $135,380-87.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -15.73% | 888.21%-903.9pp | 735.21%-750.9pp | 519.81%-535.5pp |
| Employer contribution / active EE | $4,479 | $6,035-25.8% | $5,298-15.4% | $4,779-6.3% |
| Participant deferral / active EE | $8,354 | $5,806+43.9% | $5,081+64.4% | $5,609+48.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |