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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 | $4,284 | $61,815-93.1% | $97,295-95.6% | $80,959-94.7% |
| Participation rate | 87.0% | 63.5%+23.5pp | 72.7%+14.3pp | 67.7%+19.3pp |
| Annual return | 0.00% | -558.73%+558.7pp | 75.62%-75.6pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,646-100.0% | $6,925-100.0% |