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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 | $30,769 | $100,003-69.2% | $146,685-79.0% | $85,856-64.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -108.29% | 18.93%-127.2pp | 22.75%-131.0pp | 318.58%-426.9pp |
| Employer contribution / active EE | $34,341 | $2,559+1241.9% | $4,137+730.1% | $2,565+1238.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,704-100.0% | $10,281-100.0% | $6,261-100.0% |