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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 | $744,045 | $111,233+568.9% | - | $145,978+409.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 3.93% | 21.25%-17.3pp | - | 550.52%-546.6pp |
| Employer contribution / active EE | $0 | $5,741-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,626-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $234 | $6,147-96.2% | - | $13,400-98.3% |