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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 | $90,538+271.1% | $88,457+279.9% | $154,746+117.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 9.15% | 37.97%-28.8pp | 32.69%-23.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $18,130 | $4,914+269.0% | $4,681+287.3% | $4,379+314.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |