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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 | $62,318 | $212,470-70.7% | $428,620-85.5% | $254,542-75.5% |
| Participation rate | 75.0% | 52.4%+22.6pp | 46.0%+29.0pp | 47.3%+27.7pp |
| Annual return | 5.18% | 21.43%-16.3pp | 20.73%-15.5pp | 12.16%-7.0pp |
| Employer contribution / active EE | $21,550 | $39,472-45.4% | $36,503-41.0% | $44,747-51.8% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $146 | $5,476-97.3% | $7,495-98.0% | $17,640-99.2% |