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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 | $899 | $56,682-98.4% | - | $135,379-99.3% |
| Participation rate | 81.8% | 68.0%+13.8pp | - | 82.6%-0.8pp |
| Annual return | -11.40% | 2615.76%-2627.2pp | - | 519.79%-531.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,704-100.0% | - | $5,609-100.0% |
| Admin fee / account holder | $14 | $1,580-99.1% | - | $10,828-99.9% |