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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 | $6,128 | $84,697-92.8% | $73,845-91.7% | $125,393-95.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.31% | 3123.66%-3131.0pp | 2267.91%-2275.2pp | 282.23%-289.5pp |
| Employer contribution / active EE | $1,645 | $3,123-47.3% | $2,788-41.0% | $4,866-66.2% |
| Participant deferral / active EE | $3,334 | $3,993-16.5% | $3,583-7.0% | $5,351-37.7% |
| Admin fee / account holder | $95 | $5,692-98.3% | $4,881-98.1% | $9,541-99.0% |