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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 | $10,292 | $138,075-92.5% | $123,552-91.7% | $135,379-92.4% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -34.22% | 153.70%-187.9pp | 119.20%-153.4pp | 519.79%-554.0pp |
| Employer contribution / active EE | $3,006 | $5,152-41.6% | $4,628-35.0% | $4,779-37.1% |
| Participant deferral / active EE | $5,659 | $6,800-16.8% | $6,426-11.9% | $5,609+0.9% |
| Admin fee / account holder | $113 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |