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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 | $12,439 | $138,075-91.0% | $123,552-89.9% | $135,379-90.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.33% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $2,535 | $5,152-50.8% | $4,628-45.2% | $4,779-46.9% |
| Participant deferral / active EE | $2,453 | $6,800-63.9% | $6,426-61.8% | $5,609-56.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |