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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 | $342,440 | $265,195+29.1% | $422,209-18.9% | $287,034+19.3% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.9%+44.1pp |
| Annual return | 2.36% | 13.43%-11.1pp | 12.68%-10.3pp | 24.44%-22.1pp |
| Employer contribution / active EE | $91,578 | $48,153+90.2% | $41,609+120.1% | $41,344+121.5% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |