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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 | $595 | $48,053-98.8% | $84,637-99.3% | $72,976-99.2% |
| Participation rate | 97.6% | 57.6%+40.0pp | 68.2%+29.3pp | 69.5%+28.1pp |
| Annual return | -186.46% | 37.39%-223.9pp | 258.82%-445.3pp | 81.02%-267.5pp |
| Employer contribution / active EE | $16,529 | $1,602+931.8% | $2,653+523.0% | $2,440+577.4% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $53 | $3,395-98.4% | $4,914-98.9% | $5,124-99.0% |