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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 | $495 | $84,628-99.4% | $61,501-99.2% | $134,545-99.6% |
| Participation rate | 84.6% | 62.2%+22.4pp | 52.6%+32.0pp | 81.2%+3.4pp |
| Annual return | -49.35% | 585.61%-635.0pp | 339.04%-388.4pp | 418.37%-467.7pp |
| Employer contribution / active EE | $200 | $1,545-87.1% | $1,160-82.8% | $4,742-95.8% |
| Participant deferral / active EE | $315 | $2,819-88.8% | $2,125-85.2% | $6,401-95.1% |
| Admin fee / account holder | $25 | $2,587-99.0% | $2,132-98.8% | $11,431-99.8% |