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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 | $10,839 | $124,175-91.3% | $108,405-90.0% | $167,536-93.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -41.57% | 1380.13%-1421.7pp | 905.55%-947.1pp | 478.82%-520.4pp |
| Employer contribution / active EE | $6,539 | $4,188+56.2% | $3,559+83.7% | $4,839+35.1% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |