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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 | $3,472 | $106,549-96.7% | $91,225-96.2% | $134,509-97.4% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.2%+19.1pp | 81.2%+11.1pp |
| Annual return | -23.80% | 160.73%-184.5pp | 114.10%-137.9pp | 418.13%-441.9pp |
| Employer contribution / active EE | $461 | $3,331-86.2% | $2,851-83.8% | $4,741-90.3% |
| Participant deferral / active EE | $1,994 | $4,719-57.7% | $4,234-52.9% | $6,400-68.8% |
| Admin fee / account holder | $11 | $6,234-99.8% | $5,422-99.8% | $11,427-99.9% |