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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 | $1,277 | $90,607-98.6% | $79,467-98.4% | $135,380-99.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -17.50% | 977.74%-995.2pp | 718.30%-735.8pp | 519.81%-537.3pp |
| Employer contribution / active EE | $361 | $3,068-88.2% | $2,800-87.1% | $4,779-92.5% |
| Participant deferral / active EE | $659 | $4,050-83.7% | $3,704-82.2% | $5,609-88.3% |
| Admin fee / account holder | $6 | $5,895-99.9% | $5,104-99.9% | $10,828-99.9% |