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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 | $480,454 | $85,766+460.2% | $136,297+252.5% | $70,124+585.1% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 13.40% | 31.45%-18.1pp | 5156.19%-5142.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $14,520 | $2,966+389.5% | $4,696+209.2% | $2,342+519.8% |
| Participant deferral / active EE | $14,520 | $5,051+187.4% | $6,247+132.4% | $3,332+335.8% |
| Admin fee / account holder | $191 | $5,420-96.5% | $9,244-97.9% | $4,645-95.9% |