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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 | $66,670 | $278,553-76.1% | $267,477-75.1% | $349,369-80.9% |
| Participation rate | 85.7% | 44.1%+41.6pp | 35.5%+50.2pp | 44.4%+41.3pp |
| Annual return | -20.72% | -41.92%+21.2pp | -38.86%+18.1pp | -14.65%-6.1pp |
| Employer contribution / active EE | $25,714 | $40,095-35.9% | $37,752-31.9% | $46,321-44.5% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |