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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 | $1,480 | $108,285-98.6% | $77,552-98.1% | $158,982-99.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -97.17% | 31.69%-128.9pp | 54.82%-152.0pp | 302.99%-400.2pp |
| Employer contribution / active EE | $1,084 | $1,325-18.2% | $987+9.9% | $4,763-77.2% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |