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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 | $341,918 | $817,678-58.2% | $392,568-12.9% | $152,897+123.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,700 | $5,502-50.9% | $3,783-28.6% | $4,764-43.3% |
| Participant deferral / active EE | $25,500 | $8,398+203.6% | $5,985+326.1% | $5,851+335.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,599-100.0% |