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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 | $17,363 | $138,076-87.4% | $123,553-85.9% | $135,380-87.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -14.03% | 153.70%-167.7pp | 119.21%-133.2pp | 519.81%-533.8pp |
| Employer contribution / active EE | $1,536 | $5,152-70.2% | $4,628-66.8% | $4,779-67.9% |
| Participant deferral / active EE | $6,517 | $6,800-4.2% | $6,426+1.4% | $5,609+16.2% |
| Admin fee / account holder | $129 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |