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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 | $924 | $88,702-99.0% | $81,780-98.9% | $145,978-99.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -46.69% | 1029.12%-1075.8pp | 776.27%-823.0pp | 550.52%-597.2pp |
| Employer contribution / active EE | $612 | $3,084-80.2% | $2,914-79.0% | $4,662-86.9% |
| Participant deferral / active EE | $1,395 | $4,645-70.0% | $4,321-67.7% | $6,690-79.2% |
| Admin fee / account holder | $252 | $8,414-97.0% | $7,384-96.6% | $13,400-98.1% |