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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 | $13,360 | $56,197-76.2% | $67,652-80.3% | $59,633-77.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -31.73% | 18508.10%-18539.8pp | 6625.40%-6657.1pp | 2041.45%-2073.2pp |
| Employer contribution / active EE | $3,046 | $1,615+88.7% | $2,266+34.5% | $2,203+38.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $172 | $3,958-95.7% | $4,821-96.4% | $4,297-96.0% |