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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 | $6,213 | $211,946-97.1% | $169,452-96.3% | $135,380-95.4% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -18.62% | 3.26%-21.9pp | 1.83%-20.5pp | 519.81%-538.4pp |
| Employer contribution / active EE | $2,636 | $5,117-48.5% | $4,157-36.6% | $4,779-44.8% |
| Participant deferral / active EE | $2,537 | $6,075-58.2% | $5,277-51.9% | $5,609-54.8% |
| Admin fee / account holder | $108 | $11,472-99.1% | $9,110-98.8% | $10,828-99.0% |