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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 | $110,831 | $276,582-59.9% | $1,035,159-89.3% | $233,076-52.4% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -8.26% | -68.32%+60.1pp | -61.72%+53.5pp | -82.67%+74.4pp |
| Employer contribution / active EE | $65,000 | $50,529+28.6% | $47,703+36.3% | $43,771+48.5% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |