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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 | $12,010 | $138,070-91.3% | $123,549-90.3% | $135,377-91.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -17.09% | 153.69%-170.8pp | 119.20%-136.3pp | 519.75%-536.8pp |
| Employer contribution / active EE | $2,719 | $5,152-47.2% | $4,628-41.2% | $4,779-43.1% |
| Participant deferral / active EE | $6,326 | $6,799-7.0% | $6,426-1.5% | $5,609+12.8% |
| Admin fee / account holder | $67 | $10,916-99.4% | $9,284-99.3% | $10,828-99.4% |