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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 | $352,162 | $70,486+399.6% | $100,535+250.3% | $79,856+341.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -1.47% | 21.90%-23.4pp | 30.90%-32.4pp | 31.71%-33.2pp |
| Employer contribution / active EE | $24,211 | $2,165+1018.5% | $3,419+608.2% | $2,471+879.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |