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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 | $1,672 | $75,962-97.8% | $154,108-98.9% | $64,173-97.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -102.20% | 30.32%-132.5pp | 735.21%-837.4pp | 7.63%-109.8pp |
| Employer contribution / active EE | $879 | $3,350-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $886 | $3,175-72.1% | $5,081-82.6% | $3,470-74.5% |
| Admin fee / account holder | $34 | $5,589-99.4% | $13,411-99.7% | $4,887-99.3% |