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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 | $16,747 | $167,362-90.0% | $143,799-88.4% | $134,532-87.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.84% | 0.47%-22.3pp | -0.04%-21.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $4,216 | $5,620-25.0% | $4,952-14.9% | $4,741-11.1% |
| Participant deferral / active EE | $4,819 | $6,447-25.3% | $5,638-14.5% | $6,401-24.7% |
| Admin fee / account holder | $192 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |