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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 | $8,045 | $95,188-91.5% | $76,518-89.5% | $135,379-94.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -34.66% | 4.85%-39.5pp | -0.27%-34.4pp | 519.79%-554.5pp |
| Employer contribution / active EE | $2,039 | $3,303-38.3% | $2,647-23.0% | $4,779-57.3% |
| Participant deferral / active EE | $3,408 | $4,640-26.6% | $3,836-11.2% | $5,609-39.2% |
| Admin fee / account holder | $26 | $6,249-99.6% | $4,849-99.5% | $10,828-99.8% |