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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 | $74,305 | $262,251-71.7% | $250,986-70.4% | $287,034-74.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 3.60% | 34.48%-30.9pp | 32.32%-28.7pp | 24.44%-20.8pp |
| Employer contribution / active EE | $0 | $36,000-100.0% | $33,960-100.0% | $41,341-100.0% |
| 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% |