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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 | $639,959 | $266,915+139.8% | $319,010+100.6% | $350,051+82.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | -20.84% | 12.39%-33.2pp | 10.22%-31.1pp | -14.65%-6.2pp |
| Employer contribution / active EE | $105,500 | $53,662+96.6% | $51,198+106.1% | $46,321+127.8% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $17 | $9,726-99.8% | $10,810-99.8% | $14,582-99.9% |