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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 | $35,434 | $249,316-85.8% | $249,316-85.8% | $328,120-89.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 59.4%+40.6pp | 34.1%+65.9pp |
| Annual return | 0.18% | 10.75%-10.6pp | 10.61%-10.4pp | 13.02%-12.8pp |
| Employer contribution / active EE | $15,417 | $33,663-54.2% | $31,160-50.5% | $34,257-55.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $24-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $1,819-100.0% | $39,117-100.0% |