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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 | $12,138 | $185,199-93.4% | $142,874-91.5% | $167,518-92.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -0.77% | 8556.90%-8557.7pp | 5638.58%-5639.4pp | 478.71%-479.5pp |
| Employer contribution / active EE | $1,866 | $5,606-66.7% | $4,145-55.0% | $4,838-61.4% |
| Participant deferral / active EE | $1,723 | $4,495-61.7% | $3,838-55.1% | $6,342-72.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |