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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 | $351,509-71.9% | $321,147-69.3% | $483,350-79.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 85.1%+14.9pp | 89.0%+11.0pp |
| Annual return | -6.94% | -8.14%+1.2pp | -7.38%+0.4pp | 533.38%-540.3pp |
| Employer contribution / active EE | $0 | $8,931-100.0% | $8,015-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $7,982-100.0% | $7,762-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $26,384-100.0% | $23,745-100.0% | $41,445-100.0% |