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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 | $6,871 | $167,353-95.9% | $143,797-95.2% | $134,545-94.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.26% | 0.48%-30.7pp | -0.04%-30.2pp | 418.37%-448.6pp |
| Employer contribution / active EE | $1,480 | $5,620-73.7% | $4,952-70.1% | $4,742-68.8% |
| Participant deferral / active EE | $3,706 | $6,447-42.5% | $5,638-34.3% | $6,401-42.1% |
| Admin fee / account holder | $13 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |