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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 | $3,181 | $138,075-97.7% | $123,552-97.4% | $135,379-97.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -113.84% | 153.70%-267.5pp | 119.20%-233.0pp | 519.79%-633.6pp |
| Employer contribution / active EE | $1,756 | $5,152-65.9% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $3,237 | $6,800-52.4% | $6,426-49.6% | $5,609-42.3% |
| Admin fee / account holder | $240 | $10,917-97.8% | $9,285-97.4% | $10,828-97.8% |