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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 | $301,345 | $468,795-35.7% | - | $468,795-35.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | - | 85.1%+14.9pp |
| Annual return | 2.35% | 39.95%-37.6pp | - | 39.95%-37.6pp |
| Employer contribution / active EE | $6,950 | $28,085-75.3% | - | $28,085-75.3% |
| Participant deferral / active EE | $4,780 | $10,110-52.7% | - | $10,110-52.7% |
| Admin fee / account holder | $0 | $8,110-100.0% | - | $8,110-100.0% |