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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 | $56,375 | $321,431-82.5% | $308,850-81.7% | $248,183-77.3% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 1.65% | 14.95%-13.3pp | 14.41%-12.8pp | 10.21%-8.6pp |
| Employer contribution / active EE | $28,285 | $48,159-41.3% | $45,283-37.5% | $42,272-33.1% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |