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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 | $937,195 | $430,769+117.6% | $227,127+312.6% | $430,769+117.6% |
| Participation rate | 100.0% | 90.6%+9.4pp | 79.4%+20.6pp | 90.6%+9.4pp |
| Annual return | -0.20% | 10.77%-11.0pp | -0.24%0pp | 10.77%-11.0pp |
| Employer contribution / active EE | $32,674 | $26,022+25.6% | $28,293+15.5% | $26,022+25.6% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $32-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $2,482-100.0% | $18,309-100.0% |