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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 | $1,545 | $75,832-98.0% | $147,617-99.0% | $59,633-97.4% |
| Participation rate | 79.6% | 71.6%+8.0pp | 84.6%-5.0pp | 68.7%+10.9pp |
| Annual return | -7.50% | 0.37%-7.9pp | 61.98%-69.5pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $475 | $3,485-86.4% | $5,564-91.5% | $2,203-78.4% |
| Participant deferral / active EE | $852 | $3,131-72.8% | $4,895-82.6% | $3,192-73.3% |
| Admin fee / account holder | $32 | $5,986-99.5% | $11,612-99.7% | $4,297-99.2% |