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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 | $4,918 | $84,684-94.2% | $73,835-93.3% | $125,388-96.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.57% | 3123.93%-3129.5pp | 2268.13%-2273.7pp | 282.24%-287.8pp |
| Employer contribution / active EE | $1,438 | $3,123-54.0% | $2,788-48.4% | $4,866-70.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $158 | $5,691-97.2% | $4,880-96.8% | $9,541-98.3% |