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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 | $4,864 | $90,607-94.6% | $79,467-93.9% | $135,380-96.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1784.00% | 977.74%-2761.7pp | 718.30%-2502.3pp | 519.81%-2303.8pp |
| Employer contribution / active EE | $1,550 | $3,068-49.5% | $2,800-44.6% | $4,779-67.6% |
| Participant deferral / active EE | $3,875 | $4,050-4.3% | $3,704+4.6% | $5,609-30.9% |
| Admin fee / account holder | $10 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |