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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 | $102,500 | $355,607-71.2% | $323,456-68.3% | $554,306-81.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 84.6%+15.4pp |
| Annual return | 2.50% | 14.31%-11.8pp | 13.47%-11.0pp | 10.47%-8.0pp |
| Employer contribution / active EE | $0 | $30,129-100.0% | $29,776-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $8,255-100.0% | $7,386-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $49,540-100.0% |