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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 | $3,761 | $115,225-96.7% | $100,712-96.3% | $138,895-97.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | -98.18% | 40.35%-138.5pp | 33.27%-131.5pp | 145.39%-243.6pp |
| Employer contribution / active EE | $1,944 | $2,771-29.8% | $2,313-15.9% | $4,194-53.6% |
| Participant deferral / active EE | $2,255 | $4,699-52.0% | $4,085-44.8% | $6,396-64.7% |
| Admin fee / account holder | $14 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |