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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 | $134,675 | $344,842-60.9% | $334,005-59.7% | $339,457-60.3% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 2.01% | 10.02%-8.0pp | 9.82%-7.8pp | 13.05%-11.0pp |
| Employer contribution / active EE | $66,667 | $31,894+109.0% | $30,304+120.0% | $37,651+77.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $111 | $60,407-99.8% | $53,840-99.8% | $31,074-99.6% |