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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 | $3,276 | $56,199-94.2% | $67,652-95.2% | $59,632-94.5% |
| Participation rate | 86.1% | 71.5%+14.6pp | 75.7%+10.4pp | 68.7%+17.4pp |
| Annual return | -3.15% | 18505.31%-18508.5pp | 6625.04%-6628.2pp | 2041.32%-2044.5pp |
| Employer contribution / active EE | $823 | $1,614-49.0% | $2,266-63.7% | $2,203-62.6% |
| Participant deferral / active EE | $1,265 | $2,844-55.5% | $3,560-64.5% | $3,192-60.4% |
| Admin fee / account holder | $18 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |