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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 | $104,205 | $258,723-59.7% | $247,553-57.9% | $285,997-63.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 4.42% | 34.49%-30.1pp | 32.33%-27.9pp | 24.44%-20.0pp |
| Employer contribution / active EE | $25,000 | $36,001-30.6% | $33,960-26.4% | $41,348-39.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |