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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 | $16,729 | $95,975-82.6% | $74,549-77.6% | $135,379-87.6% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -10.52% | 56.96%-67.5pp | 32.53%-43.1pp | 519.79%-530.3pp |
| Employer contribution / active EE | $2,788 | $2,716+2.6% | $1,961+42.2% | $4,779-41.7% |
| Participant deferral / active EE | $4,645 | $3,844+20.8% | $3,108+49.4% | $5,609-17.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |