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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 | $9,505 | $101,283-90.6% | $75,826-87.5% | $135,379-93.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -15.17% | 3384.62%-3399.8pp | 1914.15%-1929.3pp | 519.79%-535.0pp |
| Employer contribution / active EE | $4,244 | $2,382+78.2% | $1,913+121.8% | $4,779-11.2% |
| Participant deferral / active EE | $2,494 | $3,469-28.1% | $2,862-12.9% | $5,609-55.5% |
| Admin fee / account holder | $15 | $6,539-99.8% | $4,726-99.7% | $10,828-99.9% |