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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 | $35,641 | $268,458-86.7% | $264,156-86.5% | $237,064-85.0% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | -5.23% | 4.72%-9.9pp | 4.74%-10.0pp | 4.16%-9.4pp |
| Employer contribution / active EE | $15,944 | $48,881-67.4% | $46,220-65.5% | $42,918-62.8% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $75 | $12,218-99.4% | $12,050-99.4% | $21,465-99.6% |