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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 | $1,433,290 | $111,814+1181.8% | $103,378+1286.5% | $145,978+881.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.76% | 24.80%-20.0pp | 24.91%-20.1pp | 550.52%-545.8pp |
| Employer contribution / active EE | $27,944 | $4,215+563.0% | $3,870+622.0% | $4,662+499.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |