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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 | $14,444 | $168,635-91.4% | $147,617-90.2% | $125,389-88.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -13.18% | 77.65%-90.8pp | 61.98%-75.2pp | 282.24%-295.4pp |
| Employer contribution / active EE | $8,791 | $6,252+40.6% | $5,564+58.0% | $4,866+80.7% |
| Participant deferral / active EE | $7,996 | $5,507+45.2% | $4,895+63.3% | $5,352+49.4% |
| Admin fee / account holder | $144 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |