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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 | $8,473 | $150,442-94.4% | $136,295-93.8% | $147,585-94.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -97.16% | 1049.09%-1146.2pp | 5155.97%-5253.1pp | 578.56%-675.7pp |
| Employer contribution / active EE | $14,191 | $5,256+170.0% | $4,695+202.2% | $4,876+191.0% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $232 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |