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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 | $1,239 | $176,688-99.3% | $130,660-99.1% | $152,897-99.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -61.89% | 2693.08%-2755.0pp | 1709.29%-1771.2pp | 345.43%-407.3pp |
| Employer contribution / active EE | $621 | $5,743-89.2% | $4,092-84.8% | $4,764-87.0% |
| Participant deferral / active EE | $346 | $4,362-92.1% | $3,603-90.4% | $5,851-94.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |