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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 | $2,533 | $101,283-97.5% | $75,826-96.7% | $135,379-98.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -30.89% | 3384.62%-3415.5pp | 1914.15%-1945.0pp | 519.79%-550.7pp |
| Employer contribution / active EE | $1,389 | $2,382-41.7% | $1,913-27.4% | $4,779-70.9% |
| Participant deferral / active EE | $1,001 | $3,469-71.1% | $2,862-65.0% | $5,609-82.2% |
| Admin fee / account holder | $32 | $6,539-99.5% | $4,726-99.3% | $10,828-99.7% |