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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 | $276,019 | $63,888+332.0% | - | $139,487+97.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | - | 80.3%+19.7pp |
| Annual return | 12.23% | 4.63%+7.6pp | - | 373.84%-361.6pp |
| Employer contribution / active EE | $0 | $6,848-100.0% | - | $4,755-100.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | - | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,487-100.0% | - | $11,407-100.0% |