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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 | $305,846+22.7% | $403,286-7.0% | $305,846+22.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 69.4%+30.6pp | 78.7%+21.3pp |
| Annual return | 0.35% | 15.13%-14.8pp | -14.43%+14.8pp | 15.13%-14.8pp |
| Employer contribution / active EE | $0 | $13,736-100.0% | $13,767-100.0% | $13,736-100.0% |
| Participant deferral / active EE | $0 | $7,119-100.0% | $10,458-100.0% | $7,119-100.0% |
| Admin fee / account holder | $0 | $37,539-100.0% | $4,508-100.0% | $37,539-100.0% |