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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 | $371,826 | $102,828+261.6% | $105,387+252.8% | $152,897+143.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.03% | 20.85%-18.8pp | 26.82%-24.8pp | 345.43%-343.4pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,599-100.0% |