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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 | $3,830 | $133,981-97.1% | $112,249-96.6% | $134,532-97.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -44.03% | 47.16%-91.2pp | 27.48%-71.5pp | 418.27%-462.3pp |
| Employer contribution / active EE | $1,485 | $4,040-63.2% | $3,636-59.2% | $4,741-68.7% |
| Participant deferral / active EE | $3,378 | $5,292-36.2% | $4,729-28.6% | $6,401-47.2% |
| Admin fee / account holder | $222 | $7,492-97.0% | $6,412-96.5% | $11,429-98.1% |