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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 | $1,660 | $152,542-98.9% | $117,498-98.6% | $134,509-98.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -33.98% | 53.02%-87.0pp | 29.75%-63.7pp | 418.13%-452.1pp |
| Employer contribution / active EE | $355 | $5,574-93.6% | $4,178-91.5% | $4,741-92.5% |
| Participant deferral / active EE | $1,157 | $4,819-76.0% | $4,071-71.6% | $6,400-81.9% |
| Admin fee / account holder | $6 | $7,006-99.9% | $5,646-99.9% | $11,427-99.9% |