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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 | $10,495 | $84,685-87.6% | $73,836-85.8% | $125,389-91.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.66% | 3123.80%-3128.5pp | 2268.06%-2272.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $3,601 | $3,123+15.3% | $2,787+29.2% | $4,866-26.0% |
| Participant deferral / active EE | $1,803 | $3,993-54.8% | $3,583-49.7% | $5,352-66.3% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |