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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 | $19,126 | $209,425-90.9% | $178,499-89.3% | $158,966-88.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | -7.54% | 188.80%-196.3pp | 151.10%-158.6pp | 302.95%-310.5pp |
| Employer contribution / active EE | $1,492 | $5,707-73.9% | $5,011-70.2% | $4,762-68.7% |
| Participant deferral / active EE | $5,359 | $5,955-10.0% | $5,202+3.0% | $5,983-10.4% |
| Admin fee / account holder | $121 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |