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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 | $1,300 | $92,766-98.6% | $82,763-98.4% | $134,545-99.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -43.81% | 946.97%-990.8pp | 702.45%-746.3pp | 418.37%-462.2pp |
| Employer contribution / active EE | $346 | $3,273-89.4% | $3,008-88.5% | $4,742-92.7% |
| Participant deferral / active EE | $1,186 | $4,802-75.3% | $4,395-73.0% | $6,401-81.5% |
| Admin fee / account holder | $8 | $5,978-99.9% | $5,325-99.8% | $11,431-99.9% |