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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 | $566,693 | $88,996+536.8% | $78,004+626.5% | $138,895+308.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 9.44% | 28.03%-18.6pp | 31.07%-21.6pp | 145.39%-136.0pp |
| Employer contribution / active EE | $24,960 | $2,917+755.7% | $2,469+911.0% | $4,194+495.1% |
| Participant deferral / active EE | $31,000 | $4,724+556.2% | $4,092+657.6% | $6,396+384.7% |
| Admin fee / account holder | $20 | $8,807-99.8% | $7,578-99.7% | $12,562-99.8% |