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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 | $148,401 | $76,418+94.2% | $350,496-57.7% | $46,757+217.4% |
| Participation rate | 100.0% | 16.7%+83.3pp | 31.4%+68.6pp | 11.3%+88.7pp |
| Annual return | -5.68% | 10.91%-16.6pp | 12.88%-18.6pp | 10.41%-16.1pp |
| Employer contribution / active EE | $23,838 | $12,279+94.1% | $40,010-40.4% | $14,691+62.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |