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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 | $3,400 | $84,685-96.0% | $73,836-95.4% | $125,389-97.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -15.16% | 3123.80%-3139.0pp | 2268.06%-2283.2pp | 282.24%-297.4pp |
| Employer contribution / active EE | $587 | $3,123-81.2% | $2,787-78.9% | $4,866-87.9% |
| Participant deferral / active EE | $1,503 | $3,993-62.4% | $3,583-58.0% | $5,352-71.9% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |