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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 | $3,542 | $96,678-96.3% | $86,640-95.9% | $139,466-97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -1678.94% | 106.69%-1785.6pp | 592.52%-2271.5pp | 373.66%-2052.6pp |
| Employer contribution / active EE | $2,833 | $3,265-13.3% | $3,024-6.3% | $4,754-40.4% |
| Participant deferral / active EE | $2,954 | $4,837-38.9% | $4,438-33.5% | $6,712-56.0% |
| Admin fee / account holder | $64 | $6,410-99.0% | $5,616-98.9% | $11,409-99.4% |