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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 | $4,293 | $95,917-95.5% | $79,583-94.6% | $134,545-96.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -25.73% | -2.70%-23.0pp | 0.16%-25.9pp | 418.37%-444.1pp |
| Employer contribution / active EE | $1,415 | $3,129-54.8% | $2,414-41.4% | $4,742-70.2% |
| Participant deferral / active EE | $1,757 | $4,694-62.6% | $3,986-55.9% | $6,401-72.6% |
| Admin fee / account holder | $8 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |