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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 | $286,688 | $104,709+173.8% | $85,705+234.5% | $167,553+71.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 4.48% | 21.45%-17.0pp | 21.49%-17.0pp | 478.89%-474.4pp |
| Employer contribution / active EE | $25,000 | $3,338+648.9% | $2,619+854.6% | $4,840+416.6% |
| Participant deferral / active EE | $28,166 | $4,827+483.6% | $3,924+617.8% | $6,343+344.1% |
| Admin fee / account holder | $20 | $10,036-99.8% | $6,877-99.7% | $12,316-99.8% |