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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 | $571,455 | $110,410+417.6% | $102,437+457.9% | $145,897+291.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.46% | 24.85%-21.4pp | 24.95%-21.5pp | 552.29%-548.8pp |
| Employer contribution / active EE | $15,974 | $4,217+278.8% | $3,871+312.7% | $4,663+242.6% |
| Participant deferral / active EE | $10,167 | $5,622+80.8% | $5,060+100.9% | $6,689+52.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |