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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 | $4,509 | $69,541-93.5% | $59,899-92.5% | $135,380-96.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -33.39% | 7.95%-41.3pp | 3.46%-36.8pp | 519.81%-553.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,395 | $4,206-19.3% | $3,402-0.2% | $5,609-39.5% |
| Admin fee / account holder | $53 | $5,737-99.1% | $3,592-98.5% | $10,828-99.5% |