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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 | $114,464 | $218,893-47.7% | $436,953-73.8% | $233,076-50.9% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -13.09% | -114.99%+101.9pp | -102.04%+89.0pp | -82.67%+69.6pp |
| Employer contribution / active EE | $27,013 | $39,361-31.4% | $36,232-25.4% | $43,771-38.3% |
| 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% |