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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 | $562 | $67,823-99.2% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 86.7% | 63.9%+22.8pp | 55.6%+31.0pp | 80.0%+6.7pp |
| Annual return | -16.14% | 219.11%-235.2pp | 302.12%-318.3pp | 220.34%-236.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $212 | $2,844-92.5% | $2,495-91.5% | $12,270-98.3% |