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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 | $5,917 | $84,685-93.0% | $73,836-92.0% | $125,389-95.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.62% | 3123.80%-3131.4pp | 2268.06%-2275.7pp | 282.24%-289.9pp |
| Employer contribution / active EE | $1,754 | $3,123-43.9% | $2,787-37.1% | $4,866-64.0% |
| Participant deferral / active EE | $2,423 | $3,993-39.3% | $3,583-32.4% | $5,352-54.7% |
| Admin fee / account holder | $118 | $5,694-97.9% | $4,882-97.6% | $9,541-98.8% |