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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 | $12,690 | $82,678-84.7% | $125,391-89.9% | $68,490-81.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $3,830 | $3,382+13.2% | $4,816-20.5% | $2,597+47.5% |
| Participant deferral / active EE | $2,803 | $6,111-54.1% | $7,448-62.4% | $4,028-30.4% |
| Admin fee / account holder | $90 | $6,277-98.6% | $10,009-99.1% | $5,403-98.3% |