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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 | $3,215 | $75,832-95.8% | $147,617-97.8% | $59,633-94.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.96% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,108 | $3,485-68.2% | $5,564-80.1% | $2,203-49.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $150 | $5,986-97.5% | $11,612-98.7% | $4,297-96.5% |