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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 | $14,536 | $176,688-91.8% | $130,660-88.9% | $152,909-90.5% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | -0.57% | 2693.08%-2693.7pp | 1709.29%-1709.9pp | 345.46%-346.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $7,131-99.7% | $5,463-99.6% | $11,601-99.8% |