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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 | $25,567 | $160,059-84.0% | $140,019-81.7% | $135,380-81.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -20.89% | 911.48%-932.4pp | 651.17%-672.1pp | 519.81%-540.7pp |
| Employer contribution / active EE | $2,934 | $6,420-54.3% | $5,605-47.7% | $4,779-38.6% |
| Participant deferral / active EE | $7,547 | $7,641-1.2% | $6,927+9.0% | $5,609+34.6% |
| Admin fee / account holder | $116 | $13,328-99.1% | $10,705-98.9% | $10,828-98.9% |