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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 | $366,879 | $318,230+15.3% | $306,246+19.8% | $285,997+28.3% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 4.07% | 37.67%-33.6pp | 35.15%-31.1pp | 24.44%-20.4pp |
| Employer contribution / active EE | $175,000 | $48,360+261.9% | $46,389+277.2% | $41,348+323.2% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |