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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 | $200,001 | $430,769-53.6% | $171,128+16.9% | $430,769-53.6% |
| Participation rate | 100.0% | 90.6%+9.4pp | 75.3%+24.7pp | 90.6%+9.4pp |
| Annual return | -2.33% | 10.77%-13.1pp | 3.91%-6.2pp | 10.77%-13.1pp |
| Employer contribution / active EE | $6,272 | $26,022-75.9% | $8,679-27.7% | $26,022-75.9% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $1,011-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |