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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 | $116,038 | $290,899-60.1% | $260,109-55.4% | $248,183-53.2% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 1.56% | 7.75%-6.2pp | 8.93%-7.4pp | 10.21%-8.7pp |
| Employer contribution / active EE | $5,340 | $50,686-89.5% | $43,470-87.7% | $42,272-87.4% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,279-100.0% | $1,225-100.0% | $13,518-100.0% |