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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 | $498,980 | $162,967+206.2% | $135,792+267.5% | $138,895+259.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 1.37% | 30.08%-28.7pp | 25.96%-24.6pp | 145.39%-144.0pp |
| Employer contribution / active EE | $17,250 | $4,211+309.6% | $3,496+393.5% | $4,194+311.3% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |