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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 | $19,246 | $118,708-83.8% | $98,920-80.5% | $158,966-87.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | -16.64% | 372.49%-389.1pp | 196.47%-213.1pp | 302.95%-319.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |