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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 | $82,163 | $150,398-45.4% | $162,072-49.3% | $254,173-67.7% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 0.36% | 7.88%-7.5pp | 8.01%-7.6pp | 259.17%-258.8pp |
| Employer contribution / active EE | $7,831 | $36,826-78.7% | $29,476-73.4% | $41,471-81.1% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $281 | $223+26.2% | $630-55.4% | $21,502-98.7% |