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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 | $2,820 | $152,527-98.2% | $117,490-97.6% | $134,493-97.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.65% | 53.00%-73.6pp | 29.75%-50.4pp | 418.01%-438.7pp |
| Employer contribution / active EE | $1,424 | $5,572-74.4% | $4,177-65.9% | $4,740-69.9% |
| Participant deferral / active EE | $1,928 | $4,818-60.0% | $4,071-52.6% | $6,400-69.9% |
| Admin fee / account holder | $245 | $7,005-96.5% | $5,646-95.7% | $11,425-97.9% |