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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 | $46 | $84,551-99.9% | $61,452-99.9% | $134,532-100.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -127.12% | 585.39%-712.5pp | 338.96%-466.1pp | 418.27%-545.4pp |
| Employer contribution / active EE | $3,528 | $1,545+128.4% | $1,160+204.3% | $4,741-25.6% |
| Participant deferral / active EE | $2,447 | $2,818-13.2% | $2,125+15.2% | $6,401-61.8% |
| Admin fee / account holder | $140 | $2,587-94.6% | $2,131-93.4% | $11,429-98.8% |