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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 | $3,030 | $90,607-96.7% | $79,467-96.2% | $135,380-97.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.49% | 977.74%-994.2pp | 718.30%-734.8pp | 519.81%-536.3pp |
| Employer contribution / active EE | $1,690 | $3,068-44.9% | $2,800-39.6% | $4,779-64.6% |
| Participant deferral / active EE | $690 | $4,050-83.0% | $3,704-81.4% | $5,609-87.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |