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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 | $84,679 | $479,618-82.3% | $181,741-53.4% | $479,618-82.3% |
| Participation rate | 100.0% | 89.3%+10.7pp | 70.5%+29.5pp | 89.3%+10.7pp |
| Annual return | -10.38% | 101.32%-111.7pp | -11.73%+1.4pp | 101.32%-111.7pp |
| Employer contribution / active EE | $0 | $22,484-100.0% | $39,148-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $3,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $2,886-100.0% | $12,520-100.0% |