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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 | $1,379,270 | $176,786+680.2% | $146,643+840.6% | $167,536+723.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.67% | 24.04%-22.4pp | 22.75%-21.1pp | 478.82%-477.1pp |
| Employer contribution / active EE | $4,550 | $5,161-11.8% | $4,137+10.0% | $4,839-6.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |