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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 | $3,132 | $92,743-96.6% | $82,744-96.2% | $134,532-97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -47.13% | 946.63%-993.8pp | 702.22%-749.3pp | 418.27%-465.4pp |
| Employer contribution / active EE | $1,389 | $3,273-57.5% | $3,008-53.8% | $4,741-70.7% |
| Participant deferral / active EE | $1,574 | $4,802-67.2% | $4,395-64.2% | $6,401-75.4% |
| Admin fee / account holder | $2 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |