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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 | $12,395 | $97,732-87.3% | $83,831-85.2% | $135,380-90.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.95% | 1287.56%-1299.5pp | 850.99%-862.9pp | 519.81%-531.8pp |
| Employer contribution / active EE | $1,261 | $4,222-70.1% | $3,631-65.3% | $4,779-73.6% |
| Participant deferral / active EE | $3,153 | $4,683-32.7% | $4,082-22.8% | $5,609-43.8% |
| Admin fee / account holder | $77 | $6,675-98.8% | $5,479-98.6% | $10,828-99.3% |