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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 | $15,698 | $180,462-91.3% | $154,111-89.8% | $135,379-88.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -13.30% | 888.17%-901.5pp | 735.18%-748.5pp | 519.79%-533.1pp |
| Employer contribution / active EE | $2,537 | $6,036-58.0% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $3,944 | $5,806-32.1% | $5,081-22.4% | $5,609-29.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |