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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 | $33,001 | $79,223-58.3% | $102,460-67.8% | $74,478-55.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -84.48% | 54.98%-139.5pp | 29.47%-113.9pp | 1370.56%-1455.0pp |
| Employer contribution / active EE | $4,766 | $2,363+101.7% | $3,025+57.5% | $2,626+81.5% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |