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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 | $2,573 | $90,607-97.2% | $79,467-96.8% | $135,380-98.1% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -13.50% | 977.74%-991.2pp | 718.30%-731.8pp | 519.81%-533.3pp |
| Employer contribution / active EE | $545 | $3,068-82.2% | $2,800-80.5% | $4,779-88.6% |
| Participant deferral / active EE | $1,155 | $4,050-71.5% | $3,704-68.8% | $5,609-79.4% |
| Admin fee / account holder | $22 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |