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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 | $55,702 | $344,842-83.8% | $334,005-83.3% | $339,457-83.6% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 3.75% | 10.02%-6.3pp | 9.82%-6.1pp | 13.05%-9.3pp |
| Employer contribution / active EE | $15,086 | $31,894-52.7% | $30,304-50.2% | $37,651-59.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $125 | $60,407-99.8% | $53,840-99.8% | $31,074-99.6% |