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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 | $12,784 | $140,578-90.9% | $100,671-87.3% | $125,389-89.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.17% | 24.67%-29.8pp | 20.43%-25.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $2,000 | $5,965-66.5% | $4,012-50.1% | $4,866-58.9% |
| Participant deferral / active EE | $3,083 | $3,981-22.6% | $3,144-1.9% | $5,352-42.4% |
| Admin fee / account holder | $90 | $6,716-98.7% | $4,850-98.1% | $9,541-99.1% |