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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 | $81,005 | $438,681-81.5% | $438,681-81.5% | $254,173-68.1% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | 0.03% | 4.01%-4.0pp | 4.26%-4.2pp | 259.17%-259.1pp |
| Employer contribution / active EE | $37,265 | $56,756-34.3% | $54,767-32.0% | $41,471-10.1% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,502-100.0% |