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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 | $3,103 | $95,867-96.8% | $79,551-96.1% | $134,493-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.18% | -2.73%-26.4pp | 0.14%-29.3pp | 418.01%-447.2pp |
| Employer contribution / active EE | $808 | $3,128-74.2% | $2,413-66.5% | $4,740-83.0% |
| Participant deferral / active EE | $1,212 | $4,692-74.2% | $3,985-69.6% | $6,400-81.1% |
| Admin fee / account holder | $220 | $9,127-97.6% | $6,833-96.8% | $11,425-98.1% |