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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 | $212,777+134.5% | $173,703+187.3% | $198,609+151.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.37% | 18.82%-17.5pp | 17.46%-16.1pp | 202.70%-201.3pp |
| Employer contribution / active EE | $17,250 | $5,214+230.9% | $4,288+302.3% | $5,055+241.2% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |