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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 | $2,983 | $92,766-96.8% | $82,763-96.4% | $134,545-97.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -37.21% | 946.97%-984.2pp | 702.45%-739.7pp | 418.37%-455.6pp |
| Employer contribution / active EE | $470 | $3,273-85.7% | $3,008-84.4% | $4,742-90.1% |
| Participant deferral / active EE | $2,061 | $4,802-57.1% | $4,395-53.1% | $6,401-67.8% |
| Admin fee / account holder | $32 | $5,978-99.5% | $5,325-99.4% | $11,431-99.7% |