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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 | $577,655 | $281,394+105.3% | $270,125+113.8% | $350,051+65.0% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.5%+55.5pp |
| Annual return | -16.83% | -41.92%+25.1pp | -38.86%+22.0pp | -14.65%-2.2pp |
| Employer contribution / active EE | $38,400 | $40,095-4.2% | $37,752+1.7% | $46,321-17.1% |
| 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% |