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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 | $48,314-100.0% | $67,561-100.0% | $80,925-100.0% |
| Participation rate | 72.5% | 66.4%+6.1pp | 72.9%-0.4pp | 67.7%+4.8pp |
| Annual return | -112.26% | 18.28%-130.5pp | 3525.44%-3637.7pp | 35.65%-147.9pp |
| Employer contribution / active EE | $3,391 | $2,022+67.7% | $2,735+24.0% | $2,756+23.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |