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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 | $107,662 | $262,251-58.9% | $250,986-57.1% | $287,034-62.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 0.32% | 34.49%-34.2pp | 32.33%-32.0pp | 24.44%-24.1pp |
| Employer contribution / active EE | $57,500 | $35,997+59.7% | $33,956+69.3% | $41,344+39.1% |
| 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% |