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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 | $141,589 | $319,986-55.8% | $454,052-68.8% | $286,788-50.6% |
| Participation rate | 100.0% | 35.8%+64.2pp | 18.4%+81.6pp | 37.6%+62.4pp |
| Annual return | -1.57% | 7.47%-9.0pp | 8.95%-10.5pp | 9.30%-10.9pp |
| Employer contribution / active EE | $58,931 | $54,901+7.3% | $46,559+26.6% | $43,748+34.7% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |