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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 | $50,561 | $278,553-81.8% | $267,477-81.1% | $349,369-85.5% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -17.38% | -41.92%+24.5pp | -38.86%+21.5pp | -14.65%-2.7pp |
| Employer contribution / active EE | $20,000 | $40,095-50.1% | $37,752-47.0% | $46,321-56.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $196 | $15,763-98.8% | $16,942-98.8% | $14,582-98.7% |