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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 | $15,223 | $135,645-88.8% | $110,243-86.2% | $135,380-88.8% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -20.01% | 513.24%-533.2pp | 314.76%-334.8pp | 519.81%-539.8pp |
| Employer contribution / active EE | $2,451 | $4,907-50.1% | $3,827-36.0% | $4,779-48.7% |
| Participant deferral / active EE | $5,568 | $5,507+1.1% | $4,672+19.2% | $5,609-0.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |