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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 | $7,074 | $138,102-94.9% | $125,381-94.4% | $134,532-94.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.24% | 750.73%-781.0pp | 572.31%-602.6pp | 418.27%-448.5pp |
| Employer contribution / active EE | $1,802 | $5,245-65.6% | $4,815-62.6% | $4,741-62.0% |
| Participant deferral / active EE | $3,300 | $7,801-57.7% | $7,448-55.7% | $6,401-48.4% |
| Admin fee / account holder | $275 | $11,568-97.6% | $10,007-97.3% | $11,429-97.6% |