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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% | $338,137-85.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.9%+56.1pp |
| Annual return | -33.45% | 173.56%-207.0pp | 148.32%-181.8pp | 13.05%-46.5pp |
| Employer contribution / active EE | $3,306 | $30,788-89.3% | $26,818-87.7% | $37,651-91.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $30,946-100.0% |