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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 | $152,428 | $337,865-54.9% | $346,182-56.0% | $254,542-40.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 4.15% | 12.82%-8.7pp | 13.48%-9.3pp | 12.16%-8.0pp |
| Employer contribution / active EE | $44,500 | $49,622-10.3% | $47,067-5.5% | $44,747-0.6% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $38 | $14,867-99.7% | $14,572-99.7% | $17,640-99.8% |