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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 | $429,683 | $103,392+315.6% | $87,104+393.3% | $152,897+181.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.10% | 28.10%-26.0pp | 28.19%-26.1pp | 345.43%-343.3pp |
| Employer contribution / active EE | $24,444 | $3,221+658.9% | $2,521+869.5% | $4,764+413.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |