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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 | $1,955 | $84,697-97.7% | $73,845-97.4% | $125,393-98.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -8.85% | 3123.66%-3132.5pp | 2267.91%-2276.8pp | 282.23%-291.1pp |
| Employer contribution / active EE | $498 | $3,123-84.1% | $2,788-82.1% | $4,866-89.8% |
| Participant deferral / active EE | $932 | $3,993-76.7% | $3,583-74.0% | $5,351-82.6% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |