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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 | $5,500 | $185,225-97.0% | $142,898-96.2% | $167,536-96.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -120.43% | 8558.12%-8678.6pp | 5639.64%-5760.1pp | 478.82%-599.2pp |
| Employer contribution / active EE | $11,291 | $5,607+101.4% | $4,146+172.4% | $4,839+133.3% |
| Participant deferral / active EE | $19,500 | $4,496+333.7% | $3,838+408.0% | $6,342+207.5% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |