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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 | $7,186 | $97,732-92.6% | $83,831-91.4% | $135,380-94.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -20.88% | 1287.56%-1308.4pp | 850.99%-871.9pp | 519.81%-540.7pp |
| Employer contribution / active EE | $4,565 | $4,222+8.1% | $3,631+25.7% | $4,779-4.5% |
| Participant deferral / active EE | $2,730 | $4,683-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $292 | $6,675-95.6% | $5,479-94.7% | $10,828-97.3% |