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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 | $201,041 | $247,120-18.6% | $213,834-6.0% | $350,051-42.6% |
| Participation rate | 100.0% | 29.4%+70.6pp | 12.3%+87.7pp | 44.5%+55.5pp |
| Annual return | -19.05% | -11.83%-7.2pp | -5.12%-13.9pp | -14.65%-4.4pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |