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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 | $92,743-94.7% | $82,744-94.1% | $134,532-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -52.45% | 946.63%-999.1pp | 702.22%-754.7pp | 418.27%-470.7pp |
| Employer contribution / active EE | $2,333 | $3,273-28.7% | $3,008-22.5% | $4,741-50.8% |
| Participant deferral / active EE | $2,977 | $4,802-38.0% | $4,395-32.3% | $6,401-53.5% |
| Admin fee / account holder | $120 | $5,977-98.0% | $5,325-97.7% | $11,429-98.9% |