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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 | $202 | $52,279-99.6% | $89,435-99.8% | $79,856-99.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -2805.25% | 22.16%-2827.4pp | 245.55%-3050.8pp | 31.71%-2837.0pp |
| Employer contribution / active EE | $16,716 | $1,572+963.7% | $2,587+546.1% | $2,471+576.4% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10 | $3,356-99.7% | $4,884-99.8% | $5,306-99.8% |