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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 | $6,020 | $97,732-93.8% | $83,831-92.8% | $135,380-95.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -24.60% | 1287.56%-1312.2pp | 850.99%-875.6pp | 519.81%-544.4pp |
| Employer contribution / active EE | $1,744 | $4,222-58.7% | $3,631-52.0% | $4,779-63.5% |
| Participant deferral / active EE | $3,338 | $4,683-28.7% | $4,082-18.2% | $5,609-40.5% |
| Admin fee / account holder | $18 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |