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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 | $2,054 | $99,025-97.9% | $86,593-97.6% | $147,587-98.6% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | -58.83% | 1312.75%-1371.6pp | 965.08%-1023.9pp | 578.60%-637.4pp |
| Employer contribution / active EE | $0 | $3,133-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,973-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |