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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 | $213,401 | $319,986-33.3% | $454,052-53.0% | $286,788-25.6% |
| Participation rate | 100.0% | 35.8%+64.2pp | 18.4%+81.6pp | 37.6%+62.4pp |
| Annual return | 0.91% | 7.47%-6.6pp | 8.95%-8.0pp | 9.30%-8.4pp |
| Employer contribution / active EE | $30,556 | $54,901-44.3% | $46,559-34.4% | $43,746-30.2% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $148 | $24,500-99.4% | $19,831-99.3% | $12,596-98.8% |