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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 | $221,771 | $531,493-58.3% | $6,233,714-96.4% | $531,493-58.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 66.7%+33.3pp | 86.9%+13.1pp |
| Annual return | -8.12% | 9.82%-17.9pp | -2.07%-6.0pp | 9.82%-17.9pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $10,160-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | - | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $454,967-100.0% | $42,466-100.0% |