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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 | $5,916 | $92,743-93.6% | $82,744-92.9% | $134,532-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.28% | 946.63%-970.9pp | 702.22%-726.5pp | 418.27%-442.6pp |
| Employer contribution / active EE | $2,186 | $3,273-33.2% | $3,008-27.3% | $4,741-53.9% |
| Participant deferral / active EE | $2,476 | $4,802-48.4% | $4,395-43.7% | $6,401-61.3% |
| Admin fee / account holder | $74 | $5,977-98.8% | $5,325-98.6% | $11,429-99.4% |