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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 | $178 | $84,551-99.8% | $61,452-99.7% | $134,532-99.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -2810.00% | 585.39%-3395.4pp | 338.96%-3149.0pp | 418.27%-3228.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $280 | $2,818-90.1% | $2,125-86.8% | $6,401-95.6% |
| Admin fee / account holder | $27 | $2,587-99.0% | $2,131-98.7% | $11,429-99.8% |