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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 | $4,807 | $90,320-94.7% | $59,496-91.9% | $125,389-96.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -8.20% | 369.13%-377.3pp | 182.05%-190.2pp | 282.24%-290.4pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,713 | $2,716-0.1% | $1,829+48.3% | $5,352-49.3% |
| Admin fee / account holder | $119 | $3,063-96.1% | $2,232-94.7% | $9,541-98.8% |