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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 | $10,488 | $82,630-87.3% | $64,105-83.6% | $125,393-91.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -4.17% | 1489.72%-1493.9pp | 791.24%-795.4pp | 282.23%-286.4pp |
| Employer contribution / active EE | $1,492 | $2,671-44.2% | $1,820-18.0% | $4,866-69.3% |
| Participant deferral / active EE | $2,401 | $3,608-33.5% | $2,822-14.9% | $5,351-55.1% |
| Admin fee / account holder | $128 | $6,382-98.0% | $4,499-97.2% | $9,541-98.7% |