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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 | $168,201 | $258,845-35.0% | $846,462-80.1% | $222,458-24.4% |
| Participation rate | 100.0% | 51.0%+49.0pp | 23.1%+76.9pp | 48.7%+51.3pp |
| Annual return | -10.81% | -1.13%-9.7pp | -0.81%-10.0pp | -2.16%-8.6pp |
| Employer contribution / active EE | $125,000 | $49,652+151.7% | $38,425+225.3% | $42,949+191.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |