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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,063 | $117,426+223.7% | $99,470+282.1% | $152,885+148.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 4.17% | 31.87%-27.7pp | 30.72%-26.5pp | 345.39%-341.2pp |
| Employer contribution / active EE | $26,106 | $3,014+766.3% | $2,540+927.7% | $4,763+448.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |