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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 | $4,912 | $138,072-96.4% | $123,549-96.0% | $135,382-96.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -40.25% | 153.69%-193.9pp | 119.20%-159.5pp | 519.77%-560.0pp |
| Employer contribution / active EE | $2,570 | $5,152-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $4,120 | $6,799-39.4% | $6,426-35.9% | $5,609-26.5% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,284-99.5% | $10,829-99.6% |