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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 | $1,517 | $54,380-97.2% | $68,509-97.8% | $59,633-97.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -129.37% | 2.83%-132.2pp | 8.27%-137.6pp | 2041.45%-2170.8pp |
| Employer contribution / active EE | $8,596 | $1,539+458.7% | $2,278+277.4% | $2,203+290.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $241 | $3,885-93.8% | $5,275-95.4% | $4,297-94.4% |