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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,733 | $337,218-10.8% | $313,292-4.0% | $222,458+35.2% |
| Participation rate | 100.0% | 48.5%+51.5pp | 35.7%+64.3pp | 48.7%+51.3pp |
| Annual return | -8.44% | -2.99%-5.5pp | -2.79%-5.7pp | -2.16%-6.3pp |
| Employer contribution / active EE | $33,333 | $44,634-25.3% | $39,327-15.2% | $42,949-22.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |