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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 | $608,376 | $124,336+389.3% | $111,303+446.6% | $167,518+263.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.41% | 37.45%-30.0pp | 54.66%-47.2pp | 478.71%-471.3pp |
| Employer contribution / active EE | $24,322 | $3,436+607.8% | $2,731+790.5% | $4,838+402.7% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7 | $10,623-99.9% | $7,966-99.9% | $12,312-99.9% |