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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 | $375,222 | $289,147+29.8% | $379,605-1.2% | $289,147+29.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 73.8%+26.2pp | 80.8%+19.2pp |
| Annual return | 0.35% | 12.61%-12.3pp | 12.50%-12.2pp | 12.61%-12.3pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $15,275-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $15,215-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $4,508-100.0% | $23,026-100.0% |