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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 | $5,365 | $93,117-94.2% | $77,096-93.0% | $134,532-96.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -23.55% | 62.67%-86.2pp | 42.35%-65.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,704 | $3,420-20.9% | $2,814-3.9% | $4,741-43.0% |
| Participant deferral / active EE | $2,683 | $5,241-48.8% | $4,429-39.4% | $6,401-58.1% |
| Admin fee / account holder | $65 | $6,948-99.1% | $5,428-98.8% | $11,429-99.4% |