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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 | $8,007 | $75,832-89.4% | $147,617-94.6% | $59,633-86.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.79% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,040 | $3,485-70.2% | $5,564-81.3% | $2,203-52.8% |
| Participant deferral / active EE | $1,320 | $3,131-57.8% | $4,895-73.0% | $3,192-58.6% |
| Admin fee / account holder | $19 | $5,986-99.7% | $11,612-99.8% | $4,297-99.5% |