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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 | $1,544 | $84,628-98.2% | $61,501-97.5% | $134,545-98.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.51% | 585.61%-611.1pp | 339.04%-364.6pp | 418.37%-443.9pp |
| Employer contribution / active EE | $629 | $1,545-59.3% | $1,160-45.8% | $4,742-86.7% |
| Participant deferral / active EE | $859 | $2,819-69.5% | $2,125-59.6% | $6,401-86.6% |
| Admin fee / account holder | $12 | $2,587-99.5% | $2,132-99.4% | $11,431-99.9% |