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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 | $6,456 | $92,766-93.0% | $82,763-92.2% | $134,545-95.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.66% | 946.97%-969.6pp | 702.45%-725.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $618 | $3,273-81.1% | $3,008-79.5% | $4,742-87.0% |
| Participant deferral / active EE | $1,426 | $4,802-70.3% | $4,395-67.6% | $6,401-77.7% |
| Admin fee / account holder | $56 | $5,978-99.1% | $5,325-98.9% | $11,431-99.5% |