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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 | $425,337 | $108,911+290.5% | $100,392+323.7% | $145,884+191.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.54% | 58.23%-50.7pp | 49.45%-41.9pp | 551.85%-544.3pp |
| Employer contribution / active EE | $27,060 | $4,420+512.2% | $3,941+586.5% | $4,662+480.4% |
| Participant deferral / active EE | $18,125 | $8,459+114.3% | $8,090+124.1% | $6,690+170.9% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |