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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 | $15,695 | $82,674-81.0% | $125,363-87.5% | $68,495-77.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -26.11% | -5.97%-20.1pp | 572.15%-598.3pp | -7.84%-18.3pp |
| Employer contribution / active EE | $2,750 | $3,382-18.7% | $4,815-42.9% | $2,596+5.9% |
| Participant deferral / active EE | $6,730 | $6,111+10.1% | $7,447-9.6% | $4,028+67.1% |
| Admin fee / account holder | $180 | $6,276-97.1% | $10,005-98.2% | $5,403-96.7% |