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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 | $9,070 | $138,102-93.4% | $125,381-92.8% | $134,532-93.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.22% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,609 | $5,245-69.3% | $4,815-66.6% | $4,741-66.1% |
| Participant deferral / active EE | $4,908 | $7,801-37.1% | $7,448-34.1% | $6,401-23.3% |
| Admin fee / account holder | $4 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |