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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 | $111,974 | $325,553-65.6% | $325,553-65.6% | $330,599-66.1% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 0.00% | 9.15%-9.2pp | 9.17%-9.2pp | 13.05%-13.0pp |
| Employer contribution / active EE | $56,350 | $46,886+20.2% | $40,523+39.1% | $37,664+49.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |