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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 | $426,765 | $176,572+141.7% | - | $137,256+210.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 0.97% | 652.77%-651.8pp | - | 220.34%-219.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | - | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,052-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | $275 | $6,447-95.7% | - | $12,270-97.8% |