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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 | $19,741 | $85,766-77.0% | $136,298-85.5% | $70,126-71.8% |
| Participation rate | 89.6% | 74.2%+15.4pp | 81.9%+7.7pp | 69.5%+20.0pp |
| Annual return | -29.29% | 31.46%-60.7pp | 5156.27%-5185.6pp | 73.15%-102.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $5,421-99.9% | $9,244-99.9% | $4,645-99.8% |