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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 | $18,197 | $138,076-86.8% | $123,553-85.3% | $135,380-86.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.25% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,824 | $5,152-64.6% | $4,628-60.6% | $4,779-61.8% |
| Participant deferral / active EE | $4,955 | $6,800-27.1% | $6,426-22.9% | $5,609-11.7% |
| Admin fee / account holder | $149 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |