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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 | $29,095 | $218,893-86.7% | $436,953-93.3% | $233,076-87.5% |
| Participation rate | 90.9% | 49.9%+41.0pp | 44.2%+46.7pp | 46.4%+44.5pp |
| Annual return | -8.59% | -114.99%+106.4pp | -102.04%+93.5pp | -82.67%+74.1pp |
| Employer contribution / active EE | $15,050 | $39,361-61.8% | $36,232-58.5% | $43,771-65.6% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |