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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 | $7,953 | $84,697-90.6% | $73,845-89.2% | $125,393-93.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.08% | 3123.66%-3128.7pp | 2267.91%-2273.0pp | 282.23%-287.3pp |
| Employer contribution / active EE | $960 | $3,123-69.3% | $2,788-65.6% | $4,866-80.3% |
| Participant deferral / active EE | $4,025 | $3,993+0.8% | $3,583+12.3% | $5,351-24.8% |
| Admin fee / account holder | $61 | $5,692-98.9% | $4,881-98.7% | $9,541-99.4% |