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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 | $403 | $84,464-99.5% | $61,399-99.3% | $134,509-99.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -30.00% | 585.06%-615.1pp | 338.81%-368.8pp | 418.13%-448.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $450 | $2,818-84.0% | $2,124-78.8% | $6,400-93.0% |
| Admin fee / account holder | $246 | $2,587-90.5% | $2,131-88.5% | $11,427-97.8% |