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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 | $7,449 | $104,577-92.9% | $76,667-90.3% | $152,909-95.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | -45.02% | 1014.36%-1059.4pp | 1166.74%-1211.8pp | 345.46%-390.5pp |
| Employer contribution / active EE | $1,014 | $3,119-67.5% | $2,303-56.0% | $4,764-78.7% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $12,290-99.9% | $6,423-99.8% | $11,601-99.9% |