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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 | $2,916 | $97,729-97.0% | $83,830-96.5% | $135,379-97.8% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -23.95% | 1287.52%-1311.5pp | 850.97%-874.9pp | 519.79%-543.7pp |
| Employer contribution / active EE | $1,347 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $1,353 | $4,683-71.1% | $4,082-66.8% | $5,609-75.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |