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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 | $18,367 | $167,533-89.0% | $151,645-87.9% | $134,545-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.80% | 7.81%-42.6pp | 3.34%-38.1pp | 418.37%-453.2pp |
| Employer contribution / active EE | $4,347 | $6,828-36.3% | $6,165-29.5% | $4,742-8.3% |
| Participant deferral / active EE | $6,398 | $8,985-28.8% | $8,363-23.5% | $6,4010% |
| Admin fee / account holder | $68 | $13,781-99.5% | $11,614-99.4% | $11,431-99.4% |