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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 | $479,280 | $278,553+72.1% | $267,477+79.2% | $349,369+37.2% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -25.87% | -41.92%+16.1pp | -38.86%+13.0pp | -14.65%-11.2pp |
| Employer contribution / active EE | $128,260 | $40,095+219.9% | $37,752+239.7% | $46,321+176.9% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |