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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 | $336,024 | $70,532+376.4% | $68,948+387.4% | $137,256+144.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 9.15% | 32.56%-23.4pp | 28.39%-19.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $18,130 | $4,355+316.3% | $4,165+335.3% | $4,156+336.2% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |