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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 | $199,553 | $587,889-66.1% | $7,324,628-97.3% | $587,889-66.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 66.7%+33.3pp | 87.9%+12.1pp |
| Annual return | -4.87% | 19.70%-24.6pp | 1.06%-5.9pp | 19.70%-24.6pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $8,070-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | - | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $262,927-100.0% | $49,457-100.0% |