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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 | $10,114 | $97,732-89.7% | $83,831-87.9% | $135,380-92.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -30.77% | 1287.56%-1318.3pp | 850.99%-881.8pp | 519.81%-550.6pp |
| Employer contribution / active EE | $8,332 | $4,222+97.3% | $3,631+129.5% | $4,779+74.4% |
| Participant deferral / active EE | $2,227 | $4,683-52.4% | $4,082-45.4% | $5,609-60.3% |
| Admin fee / account holder | $32 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |