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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 | $144,472 | $398,892-63.8% | $398,892-63.8% | $287,034-49.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.9%+44.1pp |
| Annual return | 2.84% | 8.32%-5.5pp | 8.56%-5.7pp | 24.44%-21.6pp |
| Employer contribution / active EE | $42,419 | $41,002+3.5% | $37,135+14.2% | $41,341+2.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |