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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 | $61,375 | $224,372-72.6% | $219,333-72.0% | $222,458-72.4% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -6.81% | -2.14%-4.7pp | -2.01%-4.8pp | -2.16%-4.7pp |
| Employer contribution / active EE | $18,237 | $37,296-51.1% | $34,453-47.1% | $42,949-57.5% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |