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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 | $383,148 | $102,245+274.7% | $89,340+328.9% | $137,256+179.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 0.02% | 21.89%-21.9pp | 20.57%-20.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,146 | $2,529-54.7% | $2,231-48.6% | $4,156-72.4% |
| Participant deferral / active EE | $1,146 | $4,436-74.2% | $3,823-70.0% | $6,407-82.1% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |