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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 | $7,570 | $84,685-91.1% | $73,836-89.7% | $125,389-94.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -35.77% | 3123.80%-3159.6pp | 2268.06%-2303.8pp | 282.24%-318.0pp |
| Employer contribution / active EE | $2,465 | $3,123-21.1% | $2,787-11.6% | $4,866-49.3% |
| Participant deferral / active EE | $4,396 | $3,993+10.1% | $3,583+22.7% | $5,352-17.9% |
| Admin fee / account holder | $12 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |