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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 | $0 | $128,864-100.0% | $102,455-100.0% | $461,066-100.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.5%+23.5pp | 87.7%+12.3pp |
| Annual return | -100.00% | -40.09%-59.9pp | -39.24%-60.8pp | 484.84%-584.8pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,436-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $2,186-100.0% | $2,279-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $822-100.0% | $1,774-100.0% | $28,147-100.0% |