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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 | $906,687 | $99,345+812.7% | $84,753+969.8% | $273,972+230.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.29% | 22.93%-26.2pp | 22.78%-26.1pp | 41.46%-44.7pp |
| Employer contribution / active EE | $22,122 | $4,214+425.0% | $3,574+518.9% | $4,869+354.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $273 | $6,645-95.9% | $5,333-94.9% | $10,133-97.3% |