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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 | $4,189 | $133,981-96.9% | $112,249-96.3% | $134,532-96.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -26.11% | 47.16%-73.3pp | 27.48%-53.6pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,606 | $4,040-60.2% | $3,636-55.8% | $4,741-66.1% |
| Participant deferral / active EE | $2,470 | $5,292-53.3% | $4,729-47.8% | $6,401-61.4% |
| Admin fee / account holder | $12 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |