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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 | $13,148 | $185,199-92.9% | $142,874-90.8% | $167,518-92.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -12.74% | 8556.90%-8569.6pp | 5638.58%-5651.3pp | 478.71%-491.4pp |
| Employer contribution / active EE | $7,292 | $5,606+30.1% | $4,145+75.9% | $4,838+50.7% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |