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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 | $665,772 | $117,444+466.9% | $99,479+569.3% | $152,909+335.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 1.83% | 31.87%-30.0pp | 30.72%-28.9pp | 345.46%-343.6pp |
| Employer contribution / active EE | $14,680 | $3,014+387.1% | $2,540+477.9% | $4,764+208.2% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |