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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 | $3,309 | $82,630-96.0% | $64,105-94.8% | $125,389-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.56% | 1489.72%-1496.3pp | 791.24%-797.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $1,112 | $2,671-58.4% | $1,820-38.9% | $4,866-77.1% |
| Participant deferral / active EE | $2,898 | $3,608-19.7% | $2,822+2.7% | $5,352-45.8% |
| Admin fee / account holder | $28 | $6,382-99.6% | $4,499-99.4% | $9,541-99.7% |