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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 | $25,210 | $180,459-86.0% | $154,108-83.6% | $135,380-81.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -13.69% | 888.21%-901.9pp | 735.21%-748.9pp | 519.81%-533.5pp |
| Employer contribution / active EE | $2,175 | $6,035-64.0% | $5,298-59.0% | $4,779-54.5% |
| Participant deferral / active EE | $9,105 | $5,806+56.8% | $5,081+79.2% | $5,609+62.3% |
| Admin fee / account holder | $58 | $16,145-99.6% | $13,411-99.6% | $10,828-99.5% |