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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 | $1,824 | $75,962-97.6% | $154,108-98.8% | $64,173-97.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -17.77% | 30.32%-48.1pp | 735.21%-753.0pp | 7.63%-25.4pp |
| Employer contribution / active EE | $841 | $3,350-74.9% | $5,298-84.1% | $2,381-64.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |