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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 | $527,073 | $106,280+395.9% | $96,538+446.0% | $139,487+277.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.96% | 38.48%-33.5pp | 35.74%-30.8pp | 373.84%-368.9pp |
| Employer contribution / active EE | $19,887 | $4,107+384.2% | $3,740+431.7% | $4,755+318.3% |
| Participant deferral / active EE | $10,000 | $5,457+83.3% | $4,880+104.9% | $6,713+49.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |