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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 | $3,325 | $185,199-98.2% | $142,874-97.7% | $167,518-98.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -86.88% | 8556.90%-8643.8pp | 5638.58%-5725.5pp | 478.71%-565.6pp |
| Employer contribution / active EE | $1,098 | $5,606-80.4% | $4,145-73.5% | $4,838-77.3% |
| Participant deferral / active EE | $1,658 | $4,495-63.1% | $3,838-56.8% | $6,342-73.9% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |