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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 | $315,650+169.3% | $308,621+175.4% | $338,137+151.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 2.48% | 8.11%-5.6pp | 8.05%-5.6pp | 13.05%-10.6pp |
| Employer contribution / active EE | $50,000 | $44,185+13.2% | $42,683+17.1% | $37,647+32.8% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |