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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 | $8,876 | $254,759-96.5% | $216,567-95.9% | $198,609-95.5% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | -55.67% | 10.04%-65.7pp | 12.94%-68.6pp | 202.70%-258.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $185 | $26,311-99.3% | $21,981-99.2% | $19,030-99.0% |