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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 | $455,849 | $340,249+34.0% | $329,695+38.3% | $330,599+37.9% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | -3.28% | 10.01%-13.3pp | 9.82%-13.1pp | 13.05%-16.3pp |
| Employer contribution / active EE | $7,750 | $31,912-75.7% | $30,322-74.4% | $37,664-79.4% |
| Participant deferral / active EE | $24,250 | $67+36187.8% | $66+36479.6% | $48+50676.4% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |