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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 | $20,987 | $180,466-88.4% | $154,114-86.4% | $135,382-84.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.93% | 888.15%-897.1pp | 735.16%-744.1pp | 519.77%-528.7pp |
| Employer contribution / active EE | $3,861 | $6,035-36.0% | $5,298-27.1% | $4,779-19.2% |
| Participant deferral / active EE | $2,448 | $5,806-57.8% | $5,081-51.8% | $5,609-56.4% |
| Admin fee / account holder | $132 | $16,144-99.2% | $13,411-99.0% | $10,829-98.8% |