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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 | $13,811 | $86,701-84.1% | $73,309-81.2% | $125,389-89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -12.05% | 2.78%-14.8pp | 5.67%-17.7pp | 282.24%-294.3pp |
| Employer contribution / active EE | $3,145 | $4,152-24.3% | $3,237-2.8% | $4,866-35.4% |
| Participant deferral / active EE | $12,120 | $5,549+118.4% | $4,991+142.8% | $5,352+126.5% |
| Admin fee / account holder | $118 | $7,768-98.5% | $5,635-97.9% | $9,541-98.8% |