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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 | $17,998 | $167,533-89.3% | $151,645-88.1% | $134,545-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -44.03% | 7.81%-51.8pp | 3.34%-47.4pp | 418.37%-462.4pp |
| Employer contribution / active EE | $3,532 | $6,828-48.3% | $6,165-42.7% | $4,742-25.5% |
| Participant deferral / active EE | $9,043 | $8,985+0.6% | $8,363+8.1% | $6,401+41.3% |
| Admin fee / account holder | $98 | $13,781-99.3% | $11,614-99.2% | $11,431-99.1% |