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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 | $177,156+181.7% | $147,027+239.4% | $154,746+222.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 1.37% | 21.94%-20.6pp | 20.23%-18.9pp | 172.34%-171.0pp |
| Employer contribution / active EE | $17,250 | $4,336+297.8% | $3,626+375.7% | $4,379+293.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |