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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 | $36,035 | $202,389-82.2% | $198,173-81.8% | $248,183-85.5% |
| Participation rate | 90.0% | 48.7%+41.3pp | 42.0%+48.0pp | 45.9%+44.1pp |
| Annual return | 2.47% | 9.90%-7.4pp | 10.16%-7.7pp | 10.21%-7.7pp |
| Employer contribution / active EE | $10,154 | $36,071-71.9% | $33,192-69.4% | $42,272-76.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |