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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 | $368,734 | $263,064+40.2% | $354,414+4.0% | $263,064+40.2% |
| Participation rate | 100.0% | 95.8%+4.2pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | -4.72% | -1.59%-3.1pp | -0.84%-3.9pp | -1.59%-3.1pp |
| Employer contribution / active EE | $13,340 | $33,160-59.8% | $14,634-8.8% | $33,160-59.8% |
| Participant deferral / active EE | $6,250 | $7,831-20.2% | $9,350-33.2% | $7,831-20.2% |
| Admin fee / account holder | $0 | $9,535-100.0% | $36,514-100.0% | $9,535-100.0% |