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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 | $102,978+215.5% | $90,287+259.8% | $152,870+112.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.54% | 95.17%-88.6pp | 78.10%-71.6pp | 345.34%-338.8pp |
| Employer contribution / active EE | $23,253 | $3,139+640.8% | $2,855+714.6% | $4,763+388.2% |
| Participant deferral / active EE | $16,667 | $4,281+289.3% | $3,885+329.0% | $5,850+184.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |