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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 | $8,988 | $102,429-91.2% | $147,096-93.9% | $80,925-88.9% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.2%+0.7pp | 67.7%+15.2pp |
| Annual return | -89.99% | 135.02%-225.0pp | 419.75%-509.7pp | 35.65%-125.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |