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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 | $1,961 | $89,364-97.8% | $141,173-98.6% | $72,986-97.3% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $5,959-100.0% | $10,262-100.0% | $5,124-100.0% |