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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 | $850,000 | $317,758+167.5% | $310,574+173.7% | $330,599+157.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 2.48% | 8.10%-5.6pp | 8.04%-5.6pp | 13.05%-10.6pp |
| Employer contribution / active EE | $50,000 | $44,198+13.1% | $42,693+17.1% | $37,664+32.8% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |