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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 | $349,038 | $100,041+248.9% | $149,718+133.1% | $70,131+397.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.60% | 27.43%-14.8pp | 1501.70%-1489.1pp | 73.14%-60.5pp |
| Employer contribution / active EE | $19,837 | $3,662+441.8% | $5,444+264.4% | $2,342+746.9% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |