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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 | $3,212 | $90,617-96.5% | $79,476-96.0% | $135,382-97.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -21.80% | 977.57%-999.4pp | 718.21%-740.0pp | 519.77%-541.6pp |
| Employer contribution / active EE | $917 | $3,068-70.1% | $2,800-67.3% | $4,779-80.8% |
| Participant deferral / active EE | $1,062 | $4,050-73.8% | $3,704-71.3% | $5,609-81.1% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,829-99.9% |