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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 | $9,990 | $97,732-89.8% | $83,831-88.1% | $135,380-92.6% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -14.49% | 1287.56%-1302.0pp | 850.99%-865.5pp | 519.81%-534.3pp |
| Employer contribution / active EE | $1,639 | $4,222-61.2% | $3,631-54.9% | $4,779-65.7% |
| Participant deferral / active EE | $2,734 | $4,683-41.6% | $4,082-33.0% | $5,609-51.3% |
| Admin fee / account holder | $248 | $6,675-96.3% | $5,479-95.5% | $10,828-97.7% |