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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 | $13,832 | $202,342-93.2% | $172,752-92.0% | $152,897-91.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -16.24% | 1029.83%-1046.1pp | 802.97%-819.2pp | 345.43%-361.7pp |
| Employer contribution / active EE | $3,000 | $5,858-48.8% | $5,144-41.7% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |