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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 | $10,986 | $133,998-91.8% | $112,263-90.2% | $134,545-91.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -26.15% | 47.17%-73.3pp | 27.49%-53.6pp | 418.37%-444.5pp |
| Employer contribution / active EE | $2,306 | $4,040-42.9% | $3,636-36.6% | $4,742-51.4% |
| Participant deferral / active EE | $5,052 | $5,292-4.5% | $4,729+6.8% | $6,401-21.1% |
| Admin fee / account holder | $100 | $7,493-98.7% | $6,410-98.4% | $11,431-99.1% |