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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 | $310,256 | $110,307+181.3% | $96,576+221.3% | $139,456+122.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.72% | 26.40%-22.7pp | 25.87%-22.2pp | 373.45%-369.7pp |
| Employer contribution / active EE | $1,370 | $3,619-62.2% | $2,965-53.8% | $4,753-71.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |