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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 | $18,744 | $142,392-86.8% | $119,622-84.3% | $134,532-86.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -32.75% | -12.46%-20.3pp | -14.98%-17.8pp | 418.27%-451.0pp |
| Employer contribution / active EE | $12,122 | $5,224+132.0% | $4,232+186.4% | $4,741+155.7% |
| Participant deferral / active EE | $2,876 | $6,467-55.5% | $5,601-48.6% | $6,401-55.1% |
| Admin fee / account holder | $124 | $13,593-99.1% | $10,328-98.8% | $11,429-98.9% |