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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 | $4,493 | $90,607-95.0% | $79,467-94.3% | $135,380-96.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -42.38% | 977.74%-1020.1pp | 718.30%-760.7pp | 519.81%-562.2pp |
| Employer contribution / active EE | $910 | $3,068-70.3% | $2,800-67.5% | $4,779-81.0% |
| Participant deferral / active EE | $2,600 | $4,050-35.8% | $3,704-29.8% | $5,609-53.6% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |