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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 | $4,573 | $104,116-95.6% | $71,089-93.6% | $135,380-96.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -13.45% | 1256.51%-1270.0pp | 650.65%-664.1pp | 519.81%-533.3pp |
| Employer contribution / active EE | $655 | $1,485-55.9% | $1,088-39.8% | $4,779-86.3% |
| Participant deferral / active EE | $2,343 | $2,524-7.2% | $1,873+25.1% | $5,609-58.2% |
| Admin fee / account holder | $249 | $4,142-94.0% | $3,082-91.9% | $10,828-97.7% |