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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 | $51,924 | $484,881-89.3% | $525,660-90.1% | $382,429-86.4% |
| Participation rate | 100.0% | 89.9%+10.1pp | 88.1%+11.9pp | 87.7%+12.3pp |
| Annual return | -13.86% | -7.82%-6.0pp | -7.17%-6.7pp | 248.85%-262.7pp |
| Employer contribution / active EE | $0 | $7,199-100.0% | $6,528-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,867-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $33,092-100.0% | $34,307-100.0% | $30,732-100.0% |