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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 | $1,036 | $116,190-99.1% | $93,614-98.9% | $152,885-99.3% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.5%-82.5pp |
| Annual return | -8.40% | 35.96%-44.4pp | 32.76%-41.2pp | 345.39%-353.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $113 | $10,749-99.0% | $7,889-98.6% | $11,598-99.0% |