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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 | $324,888 | $103,038+215.3% | $90,324+259.7% | $152,909+112.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.54% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $23,253 | $3,141+640.4% | $2,856+714.2% | $4,764+388.1% |
| Participant deferral / active EE | $16,667 | $4,282+289.2% | $3,885+329.0% | $5,851+184.8% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |