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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 | $27,709 | $186,219-85.1% | $201,582-86.3% | $286,788-90.3% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 0.22% | 8.34%-8.1pp | 11.08%-10.9pp | 9.30%-9.1pp |
| Employer contribution / active EE | $0 | $35,279-100.0% | $28,418-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |