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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 | $195,585 | $121,907+60.4% | $116,667+67.6% | $286,788-31.8% |
| Participation rate | 100.0% | 47.1%+52.9pp | 33.4%+66.6pp | 37.6%+62.4pp |
| Annual return | 1.27% | 8.05%-6.8pp | 7.88%-6.6pp | 9.30%-8.0pp |
| Employer contribution / active EE | $96,740 | $41,786+131.5% | $39,100+147.4% | $43,748+121.1% |
| Participant deferral / active EE | $0 | $56-100.0% | $53-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |