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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 | $6,989 | $92,684-92.5% | $82,706-91.5% | $134,509-94.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.11% | 945.84%-975.9pp | 701.76%-731.9pp | 418.13%-448.2pp |
| Employer contribution / active EE | $2,200 | $3,272-32.8% | $3,007-26.8% | $4,741-53.6% |
| Participant deferral / active EE | $3,554 | $4,800-26.0% | $4,394-19.1% | $6,400-44.5% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |