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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 | $5,744 | $97,732-94.1% | $83,831-93.1% | $135,380-95.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -528.26% | 1287.56%-1815.8pp | 850.99%-1379.2pp | 519.81%-1048.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,959 | $4,683+48.6% | $4,082+70.5% | $5,609+24.1% |
| Admin fee / account holder | $139 | $6,675-97.9% | $5,479-97.5% | $10,828-98.7% |