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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 | $2,828 | $91,536-96.9% | $130,062-97.8% | $75,177-96.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -1.56% | -631.62%+630.1pp | -137.37%+135.8pp | 160.75%-162.3pp |
| Employer contribution / active EE | $917 | $2,845-67.8% | $4,322-78.8% | $2,671-65.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $90 | $6,780-98.7% | $10,601-99.2% | $5,651-98.4% |