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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 | $283,903 | $104,251+172.3% | $91,004+212.0% | $147,585+92.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.01% | 27.06%-25.1pp | 4.60%-2.6pp | 578.58%-576.6pp |
| Employer contribution / active EE | $5,205 | $3,116+67.1% | $2,456+112.0% | $4,876+6.7% |
| Participant deferral / active EE | $5,759 | $4,195+37.3% | $3,548+62.3% | $5,439+5.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |