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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 | $10,991 | $138,114-92.0% | $125,391-91.2% | $134,545-91.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -23.95% | 750.88%-774.8pp | 572.41%-596.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $1,776 | $5,246-66.1% | $4,816-63.1% | $4,742-62.5% |
| Participant deferral / active EE | $4,837 | $7,801-38.0% | $7,448-35.1% | $6,401-24.4% |
| Admin fee / account holder | $132 | $11,570-98.9% | $10,009-98.7% | $11,431-98.8% |