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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 | $2,403 | $84,685-97.2% | $73,836-96.7% | $125,389-98.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -11.21% | 3123.80%-3135.0pp | 2268.06%-2279.3pp | 282.24%-293.4pp |
| Employer contribution / active EE | $707 | $3,123-77.4% | $2,787-74.6% | $4,866-85.5% |
| Participant deferral / active EE | $1,207 | $3,993-69.8% | $3,583-66.3% | $5,352-77.4% |
| Admin fee / account holder | $2 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |