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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 | $9,750 | $99,644-90.2% | $86,438-88.7% | $134,532-92.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.61% | 6787.26%-6816.9pp | 4397.19%-4426.8pp | 418.27%-447.9pp |
| Employer contribution / active EE | $2,633 | $4,402-40.2% | $3,769-30.1% | $4,741-44.5% |
| Participant deferral / active EE | $2,633 | $7,247-63.7% | $6,952-62.1% | $6,401-58.9% |
| Admin fee / account holder | $43 | $8,375-99.5% | $6,733-99.4% | $11,429-99.6% |