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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 | $312,956 | $318,230-1.7% | $306,246+2.2% | $287,034+9.0% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 3.99% | 37.67%-33.7pp | 35.15%-31.2pp | 24.44%-20.4pp |
| Employer contribution / active EE | $16,667 | $48,360-65.5% | $46,389-64.1% | $41,344-59.7% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $8 | $4,311-99.8% | $4,448-99.8% | $22,013-100.0% |