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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 | $6,606 | $82,630-92.0% | $64,105-89.7% | $125,388-94.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.44% | 1489.72%-1498.2pp | 791.24%-799.7pp | 282.24%-290.7pp |
| Employer contribution / active EE | $1,190 | $2,671-55.4% | $1,820-34.6% | $4,866-75.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $151 | $6,382-97.6% | $4,499-96.6% | $9,541-98.4% |