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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 | $16,601 | $180,459-90.8% | $154,108-89.2% | $135,380-87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.26% | 888.21%-903.5pp | 735.21%-750.5pp | 519.81%-535.1pp |
| Employer contribution / active EE | $3,785 | $6,035-37.3% | $5,298-28.6% | $4,779-20.8% |
| Participant deferral / active EE | $4,703 | $5,806-19.0% | $5,081-7.4% | $5,609-16.2% |
| Admin fee / account holder | $145 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |