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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 | $4,870 | $92,684-94.7% | $82,706-94.1% | $134,509-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -52.45% | 945.84%-998.3pp | 701.76%-754.2pp | 418.13%-470.6pp |
| Employer contribution / active EE | $2,333 | $3,272-28.7% | $3,007-22.4% | $4,741-50.8% |
| Participant deferral / active EE | $2,977 | $4,800-38.0% | $4,394-32.2% | $6,400-53.5% |
| Admin fee / account holder | $120 | $5,982-98.0% | $5,329-97.7% | $11,427-98.9% |