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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 | $89,990 | $340,249-73.6% | $329,695-72.7% | $330,599-72.8% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | -0.16% | 10.01%-10.2pp | 9.82%-10.0pp | 13.05%-13.2pp |
| Employer contribution / active EE | $77,830 | $31,912+143.9% | $30,322+156.7% | $37,664+106.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |