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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 | $6,799 | $92,684-92.7% | $82,706-91.8% | $134,509-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.46% | 945.84%-973.3pp | 701.76%-729.2pp | 418.13%-445.6pp |
| Employer contribution / active EE | $1,580 | $3,272-51.7% | $3,007-47.5% | $4,741-66.7% |
| Participant deferral / active EE | $3,150 | $4,800-34.4% | $4,394-28.3% | $6,400-50.8% |
| Admin fee / account holder | $45 | $5,982-99.3% | $5,329-99.2% | $11,427-99.6% |