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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 | $22,000 | $222,882-90.1% | $182,153-87.9% | $198,609-88.9% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.7%-65.7pp | 82.4%-82.4pp |
| Annual return | -26.67% | 38.53%-65.2pp | 35.04%-61.7pp | 202.70%-229.4pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $9,477-100.0% | $19,030-100.0% |