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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 | $142,137 | $340,597-58.3% | $328,890-56.8% | $418,949-66.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 41.1%+58.9pp | 35.7%+64.3pp |
| Annual return | 0.04% | 8.34%-8.3pp | 8.43%-8.4pp | 15.19%-15.2pp |
| Employer contribution / active EE | $0 | $30,496-100.0% | $29,249-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |