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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 | $359,106 | $162,803+120.6% | $473,625-24.2% | $285,997+25.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.8%+44.2pp |
| Annual return | 1.53% | 17.22%-15.7pp | 20.18%-18.6pp | 24.44%-22.9pp |
| Employer contribution / active EE | $41,667 | $35,410+17.7% | $29,108+43.1% | $41,348+0.8% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |