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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 | $380,040 | $85,171+346.2% | $172,752+120.0% | $72,975+420.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.46% | 27.32%-22.9pp | 802.97%-798.5pp | 81.01%-76.6pp |
| Employer contribution / active EE | $15,962 | $3,324+380.2% | $5,144+210.3% | $2,440+554.2% |
| Participant deferral / active EE | $17,868 | $3,260+448.1% | $5,198+243.8% | $3,608+395.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |