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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 | $139,504 | $252,073-44.7% | $218,366-36.1% | $350,051-60.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 40.0%+60.0pp | 44.5%+55.5pp |
| Annual return | -23.30% | -8.69%-14.6pp | -9.12%-14.2pp | -14.65%-8.6pp |
| Employer contribution / active EE | $40,000 | $39,282+1.8% | $36,696+9.0% | $46,321-13.6% |
| Participant deferral / active EE | $6,750 | $76+8735.0% | $72+9261.6% | $60+11144.5% |
| Admin fee / account holder | $0 | $4,699-100.0% | $3,602-100.0% | $14,582-100.0% |