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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 | $9,419 | $150,447-93.7% | $136,298-93.1% | $147,586-93.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -48.30% | 1049.15%-1097.5pp | 5156.27%-5204.6pp | 578.59%-626.9pp |
| Employer contribution / active EE | $4,444 | $5,256-15.5% | $4,696-5.4% | $4,876-8.9% |
| Participant deferral / active EE | $4,632 | $6,631-30.1% | $6,247-25.9% | $5,439-14.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |