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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 | $9,474 | $211,239-95.5% | $178,528-94.7% | $145,877-93.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -8.38% | 30.22%-38.6pp | 27.11%-35.5pp | 551.28%-559.7pp |
| Employer contribution / active EE | $1,538 | $4,570-66.4% | $3,950-61.1% | $4,663-67.0% |
| Participant deferral / active EE | $7,171 | $6,963+3.0% | $6,278+14.2% | $6,691+7.2% |
| Admin fee / account holder | $265 | $12,095-97.8% | $10,419-97.5% | $13,402-98.0% |