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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 | $118,491 | $162,281-27.0% | $362,723-67.3% | $254,542-53.4% |
| Participation rate | 100.0% | 48.7%+51.3pp | 37.9%+62.1pp | 47.3%+52.7pp |
| Annual return | 1.51% | 10.22%-8.7pp | 10.56%-9.1pp | 12.16%-10.6pp |
| Employer contribution / active EE | $29,082 | $37,392-22.2% | $30,199-3.7% | $44,747-35.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |