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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 | $5,395 | $56,197-90.4% | $67,652-92.0% | $59,633-91.0% |
| Participation rate | 96.9% | 71.5%+25.4pp | 75.7%+21.2pp | 68.7%+28.2pp |
| Annual return | -13.49% | 18508.10%-18521.6pp | 6625.40%-6638.9pp | 2041.45%-2054.9pp |
| Employer contribution / active EE | $3,025 | $1,615+87.4% | $2,266+33.5% | $2,203+37.4% |
| Participant deferral / active EE | $1,296 | $2,844-54.4% | $3,560-63.6% | $3,192-59.4% |
| Admin fee / account holder | $25 | $3,958-99.4% | $4,821-99.5% | $4,297-99.4% |