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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 | $9,235 | $95,979-90.4% | $74,551-87.6% | $135,380-93.2% |
| Participation rate | 90.5% | 75.7%+14.8pp | 69.1%+21.3pp | 82.6%+7.8pp |
| Annual return | -9.73% | 56.97%-66.7pp | 32.53%-42.3pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,480 | $2,716-45.5% | $1,961-24.5% | $4,779-69.0% |
| Participant deferral / active EE | $2,062 | $3,844-46.4% | $3,108-33.7% | $5,609-63.2% |
| Admin fee / account holder | $257 | $6,522-96.1% | $5,059-94.9% | $10,828-97.6% |