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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 | $111,787-100.0% | $93,681-100.0% | $145,978-100.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -99.94% | 203.52%-303.5pp | 133.47%-233.4pp | 550.52%-650.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |