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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 | $4,107 | $377,855-98.9% | $375,279-98.9% | $286,788-98.6% |
| Participation rate | 95.2% | 38.5%+56.7pp | 36.7%+58.5pp | 37.6%+57.6pp |
| Annual return | 1.00% | 9.94%-8.9pp | 9.78%-8.8pp | 9.30%-8.3pp |
| Employer contribution / active EE | $0 | $49,417-100.0% | $46,882-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |