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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 | $3,136 | $104,116-97.0% | $71,089-95.6% | $135,380-97.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -19.61% | 1256.51%-1276.1pp | 650.65%-670.3pp | 519.81%-539.4pp |
| Employer contribution / active EE | $705 | $1,485-52.5% | $1,088-35.2% | $4,779-85.2% |
| Participant deferral / active EE | $2,266 | $2,524-10.2% | $1,873+21.0% | $5,609-59.6% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |