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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 | $867,426 | $100,073+766.8% | $85,126+919.0% | $145,877+494.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.20% | 84.11%-76.9pp | 66.63%-59.4pp | 551.28%-544.1pp |
| Employer contribution / active EE | $960 | $3,236-70.3% | $2,731-64.9% | $4,663-79.4% |
| Participant deferral / active EE | $20,000 | $5,294+277.8% | $4,523+342.2% | $6,691+198.9% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |