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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 | $759,846 | $113,339+570.4% | $94,993+699.9% | $147,585+414.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.25% | 20.77%-15.5pp | 27.12%-21.9pp | 578.57%-573.3pp |
| Employer contribution / active EE | $28,891 | $3,160+814.1% | $2,603+1009.7% | $4,876+492.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |