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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 | $410,947 | $554,306-25.9% | $433,404-5.2% | $554,306-25.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 50.0%+50.0pp | 84.6%+15.4pp |
| Annual return | 0.00% | 10.47%-10.5pp | 0.90%-0.9pp | 10.47%-10.5pp |
| Employer contribution / active EE | $33,500 | $25,289+32.5% | $22,333+50.0% | $25,289+32.5% |
| Participant deferral / active EE | $0 | $3,690-100.0% | - | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | - | $49,540-100.0% |