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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 | $9,823 | $97,732-89.9% | $83,831-88.3% | $135,380-92.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -44.95% | 1287.56%-1332.5pp | 850.99%-895.9pp | 519.81%-564.8pp |
| Employer contribution / active EE | $2,375 | $4,222-43.8% | $3,631-34.6% | $4,779-50.3% |
| Participant deferral / active EE | $5,434 | $4,683+16.0% | $4,082+33.1% | $5,609-3.1% |
| Admin fee / account holder | $241 | $6,675-96.4% | $5,479-95.6% | $10,828-97.8% |