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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 | $407,387 | $124,351+227.6% | $109,188+273.1% | $167,553+143.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.21% | 26.04%-23.8pp | 25.76%-23.5pp | 478.89%-476.7pp |
| Employer contribution / active EE | $13,428 | $4,210+219.0% | $3,723+260.7% | $4,840+177.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |