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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 | $11,455 | $138,076-91.7% | $123,553-90.7% | $135,380-91.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.75% | 153.70%-165.4pp | 119.21%-131.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $2,426 | $5,152-52.9% | $4,628-47.6% | $4,779-49.2% |
| Participant deferral / active EE | $3,702 | $6,800-45.6% | $6,426-42.4% | $5,609-34.0% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |