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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 | $20,198 | $135,645-85.1% | $110,243-81.7% | $135,380-85.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.87% | 513.24%-523.1pp | 314.76%-324.6pp | 519.81%-529.7pp |
| Employer contribution / active EE | $7,630 | $4,907+55.5% | $3,827+99.4% | $4,779+59.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $190 | $11,458-98.3% | $8,548-97.8% | $10,828-98.2% |