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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 | $6,353 | $92,743-93.1% | $82,744-92.3% | $134,532-95.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -42.91% | 946.63%-989.5pp | 702.22%-745.1pp | 418.27%-461.2pp |
| Employer contribution / active EE | $1,439 | $3,273-56.0% | $3,008-52.2% | $4,741-69.7% |
| Participant deferral / active EE | $4,164 | $4,802-13.3% | $4,395-5.3% | $6,401-35.0% |
| Admin fee / account holder | $6 | $5,977-99.9% | $5,325-99.9% | $11,429-100.0% |