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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 | $5,785 | $97,732-94.1% | $83,831-93.1% | $135,380-95.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -22.17% | 1287.56%-1309.7pp | 850.99%-873.2pp | 519.81%-542.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,003 | $4,683+6.8% | $4,082+22.6% | $5,609-10.8% |
| Admin fee / account holder | $291 | $6,675-95.6% | $5,479-94.7% | $10,828-97.3% |