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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 | $1,706 | $99,011-98.3% | $86,582-98.0% | $147,586-98.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -98.26% | 1312.75%-1411.0pp | 965.08%-1063.3pp | 578.59%-676.9pp |
| Employer contribution / active EE | $420 | $3,132-86.6% | $2,839-85.2% | $4,876-91.4% |
| Participant deferral / active EE | $1,200 | $3,972-69.8% | $3,609-66.7% | $5,439-77.9% |
| Admin fee / account holder | $1 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |