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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 | $4,105 | $104,106-96.1% | $71,086-94.2% | $135,382-97.0% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -15.37% | 1256.30%-1271.7pp | 650.59%-666.0pp | 519.77%-535.1pp |
| Employer contribution / active EE | $556 | $1,485-62.6% | $1,088-48.9% | $4,779-88.4% |
| Participant deferral / active EE | $2,031 | $2,527-19.6% | $1,874+8.3% | $5,609-63.8% |
| Admin fee / account holder | $156 | $4,142-96.2% | $3,082-94.9% | $10,829-98.6% |