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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 | $58,576 | $258,723-77.4% | $247,553-76.3% | $285,997-79.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 3.91% | 34.49%-30.6pp | 32.33%-28.4pp | 24.44%-20.5pp |
| Employer contribution / active EE | $29,810 | $36,001-17.2% | $33,960-12.2% | $41,348-27.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $133 | $10,641-98.8% | $10,141-98.7% | $22,013-99.4% |