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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 | $15,295 | $177,353-91.4% | $158,226-90.3% | $198,609-92.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | -90.77% | 599.50%-690.3pp | 501.41%-592.2pp | 202.70%-293.5pp |
| Employer contribution / active EE | $2,340 | $3,239-27.7% | $2,986-21.6% | $5,055-53.7% |
| Participant deferral / active EE | $3,032 | $4,615-34.3% | $4,317-29.8% | $6,977-56.5% |
| Admin fee / account holder | $71 | $10,960-99.3% | $10,217-99.3% | $19,030-99.6% |