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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 | $360,902 | $96,558+273.8% | $80,977+345.7% | $273,972+31.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.91% | 15.14%-14.2pp | 17.11%-16.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $6,912 | $4,869+42.0% | $3,715+86.1% | $4,869+42.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |