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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 | $20,691 | $212,470-90.3% | $428,620-95.2% | $254,542-91.9% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 1.31% | 21.43%-20.1pp | 20.73%-19.4pp | 12.16%-10.8pp |
| Employer contribution / active EE | $10,404 | $39,472-73.6% | $36,503-71.5% | $44,747-76.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |