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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 | $173,274 | $354,213-51.1% | $568,132-69.5% | $254,542-31.9% |
| Participation rate | 75.0% | 44.0%+31.0pp | 21.0%+54.0pp | 47.4%+27.6pp |
| Annual return | -0.63% | 12.49%-13.1pp | 14.64%-15.3pp | 12.16%-12.8pp |
| Employer contribution / active EE | $23,600 | $52,238-54.8% | $41,831-43.6% | $44,747-47.3% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |