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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 | $3,370 | $88,585-96.2% | $69,884-95.2% | $134,532-97.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -114.17% | 442.80%-557.0pp | 190.81%-305.0pp | 418.27%-532.4pp |
| Employer contribution / active EE | $1,339 | $3,235-58.6% | $2,560-47.7% | $4,741-71.8% |
| Participant deferral / active EE | $4,103 | $4,770-14.0% | $3,848+6.6% | $6,401-35.9% |
| Admin fee / account holder | $81 | $10,441-99.2% | $6,266-98.7% | $11,429-99.3% |