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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 | $6,684 | $102,385-93.5% | $147,080-95.5% | $80,935-91.7% |
| Participation rate | 79.1% | 75.9%+3.2pp | 82.2%-3.1pp | 67.7%+11.4pp |
| Annual return | -9.37% | 135.09%-144.5pp | 420.17%-429.5pp | 35.66%-45.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |