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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 | $19,198 | $217,432-91.2% | $185,851-89.7% | $167,553-88.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | -1.17% | 148.43%-149.6pp | 122.11%-123.3pp | 478.89%-480.1pp |
| Employer contribution / active EE | $1,237 | $5,874-78.9% | $5,168-76.1% | $4,840-74.4% |
| Participant deferral / active EE | $4,608 | $6,357-27.5% | $5,569-17.2% | $6,343-27.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |