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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 | $434,280 | $289,147+50.2% | $456,738-4.9% | $289,147+50.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 66.7%+33.3pp | 80.8%+19.2pp |
| Annual return | 0.00% | 12.61%-12.6pp | 14.04%-14.0pp | 12.61%-12.6pp |
| Employer contribution / active EE | $35,000 | $13,617+157.0% | $23,333+50.0% | $13,617+157.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | - | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | - | $23,026-100.0% |