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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 | $15,196 | $180,459-91.6% | $154,108-90.1% | $135,380-88.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -24.27% | 888.21%-912.5pp | 735.21%-759.5pp | 519.81%-544.1pp |
| Employer contribution / active EE | $2,776 | $6,035-54.0% | $5,298-47.6% | $4,779-41.9% |
| Participant deferral / active EE | $10,195 | $5,806+75.6% | $5,081+100.7% | $5,609+81.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |