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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 | $92 | $155,555-99.9% | $146,866-99.9% | $155,188-99.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | -40.65% | 115.41%-156.1pp | 102.85%-143.5pp | 148.84%-189.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $77 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |