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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 | $6,939 | $90,607-92.3% | $79,467-91.3% | $135,380-94.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -89.47% | 977.74%-1067.2pp | 718.30%-807.8pp | 519.81%-609.3pp |
| Employer contribution / active EE | $752 | $3,068-75.5% | $2,800-73.1% | $4,779-84.3% |
| Participant deferral / active EE | $6,126 | $4,050+51.3% | $3,704+65.4% | $5,609+9.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |