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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 | $2,217 | $58,241-96.2% | $81,780-97.3% | $80,911-97.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | -18.83% | 41.73%-60.6pp | 776.27%-795.1pp | 35.63%-54.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |