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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 | $303 | $76,519-99.6% | $56,025-99.5% | $145,897-99.8% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | -3.62% | 3017.03%-3020.7pp | 1712.69%-1716.3pp | 552.29%-555.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $251 | $2,624-90.4% | $1,955-87.2% | $6,689-96.2% |
| Admin fee / account holder | $82 | $3,331-97.5% | $2,828-97.1% | $13,390-99.4% |