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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 | $3,824 | $110,039-96.5% | $97,260-96.1% | $145,884-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -14.98% | 244.44%-259.4pp | 75.54%-90.5pp | 551.85%-566.8pp |
| Employer contribution / active EE | $562 | $3,074-81.7% | $2,721-79.4% | $4,662-88.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |