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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 | $8,020 | $90,606-91.1% | $79,466-89.9% | $135,379-94.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -16.62% | 977.69%-994.3pp | 718.28%-734.9pp | 519.79%-536.4pp |
| Employer contribution / active EE | $1,392 | $3,068-54.6% | $2,800-50.3% | $4,779-70.9% |
| Participant deferral / active EE | $3,295 | $4,050-18.6% | $3,704-11.0% | $5,609-41.2% |
| Admin fee / account holder | $245 | $5,895-95.8% | $5,104-95.2% | $10,828-97.7% |