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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 | $5,109 | $82,630-93.8% | $64,105-92.0% | $125,389-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -15.74% | 1489.72%-1505.5pp | 791.24%-807.0pp | 282.24%-298.0pp |
| Employer contribution / active EE | $1,738 | $2,671-34.9% | $1,820-4.5% | $4,866-64.3% |
| Participant deferral / active EE | $2,127 | $3,608-41.1% | $2,822-24.6% | $5,352-60.3% |
| Admin fee / account holder | $30 | $6,382-99.5% | $4,499-99.3% | $9,541-99.7% |