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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 | $316,195 | $484,799-34.8% | $150,970+109.4% | $484,799-34.8% |
| Participation rate | 100.0% | 91.1%+8.9pp | 80.0%+20.0pp | 91.1%+8.9pp |
| Annual return | 0.00% | 5.95%-5.9pp | -2.44%+2.4pp | 5.95%-5.9pp |
| Employer contribution / active EE | $27,000 | $27,493-1.8% | $12,246+120.5% | $27,493-1.8% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $0 | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $467-100.0% | $18,209-100.0% |