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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 | $88,594 | $325,553-72.8% | $325,553-72.8% | $330,599-73.2% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 2.20% | 9.15%-7.0pp | 9.17%-7.0pp | 13.05%-10.9pp |
| Employer contribution / active EE | $43,729 | $46,886-6.7% | $40,523+7.9% | $37,664+16.1% |
| 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% |