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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 | $135 | $99,647-99.9% | $86,439-99.8% | $134,509-99.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.50% | 6784.13%-6806.6pp | 4395.55%-4418.1pp | 418.13%-440.6pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9 | $8,373-99.9% | $6,732-99.9% | $11,427-99.9% |