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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 | $98,637 | $335,627-70.6% | $283,941-65.3% | $428,746-77.0% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.7%+12.3pp | 88.2%+11.8pp |
| Annual return | -6.94% | 0.21%-7.2pp | 1.70%-8.6pp | 331.92%-338.9pp |
| Employer contribution / active EE | $0 | $7,488-100.0% | $6,503-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,928-100.0% | $5,606-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $33,255-100.0% | $30,380-100.0% | $31,735-100.0% |