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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 | $50,732 | $185,887-72.7% | $179,823-71.8% | $330,599-84.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | -33.45% | 174.20%-207.6pp | 148.78%-182.2pp | 13.05%-46.5pp |
| Employer contribution / active EE | $3,306 | $30,844-89.3% | $26,858-87.7% | $37,664-91.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |