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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 | $3,530 | $90,607-96.1% | $79,467-95.6% | $135,380-97.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -10.66% | 977.74%-988.4pp | 718.30%-729.0pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,291 | $3,068-57.9% | $2,800-53.9% | $4,779-73.0% |
| Participant deferral / active EE | $1,770 | $4,050-56.3% | $3,704-52.2% | $5,609-68.4% |
| Admin fee / account holder | $38 | $5,895-99.4% | $5,104-99.3% | $10,828-99.6% |