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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 | $3,128,779 | $179,444+1643.6% | $199,883+1465.3% | - |
| Participation rate | 0.0% | 59.5%-59.5pp | 86.8%-86.8pp | - |
| Annual return | 1.20% | 15.96%-14.8pp | 43.81%-42.6pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $6,261-100.0% | - |
| Participant deferral / active EE | $0 | $3,588-100.0% | $9,138-100.0% | - |
| Admin fee / account holder | $0 | $21,474-100.0% | $17,268-100.0% | - |