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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 | $16,908 | $167,362-89.9% | $143,799-88.2% | $134,532-87.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -583.95% | 0.47%-584.4pp | -0.04%-583.9pp | 418.27%-1002.2pp |
| Employer contribution / active EE | $5,366 | $5,620-4.5% | $4,952+8.4% | $4,741+13.2% |
| Participant deferral / active EE | $13,131 | $6,447+103.7% | $5,638+132.9% | $6,401+105.1% |
| Admin fee / account holder | $11 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |