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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 | $13,249 | $211,946-93.7% | $169,452-92.2% | $135,379-90.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.46% | 3.26%-15.7pp | 1.83%-14.3pp | 519.79%-532.2pp |
| Employer contribution / active EE | $2,037 | $5,117-60.2% | $4,157-51.0% | $4,779-57.4% |
| Participant deferral / active EE | $3,156 | $6,075-48.1% | $5,277-40.2% | $5,609-43.7% |
| Admin fee / account holder | $252 | $11,472-97.8% | $9,110-97.2% | $10,828-97.7% |