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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 | $298,195 | $430,769-30.8% | $142,309+109.5% | $430,769-30.8% |
| Participation rate | 100.0% | 90.6%+9.4pp | 66.7%+33.3pp | 90.6%+9.4pp |
| Annual return | 0.00% | 10.77%-10.8pp | -3.16%+3.2pp | 10.77%-10.8pp |
| Employer contribution / active EE | $17,667 | $26,022-32.1% | $12,910+36.8% | $26,022-32.1% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $0 | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $77-100.0% | $18,309-100.0% |