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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 | $4,552 | $92,766-95.1% | $82,763-94.5% | $134,545-96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.90% | 946.97%-968.9pp | 702.45%-724.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,600 | $4,802-45.9% | $4,395-40.8% | $6,401-59.4% |
| Admin fee / account holder | $15 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |