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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 | $724,459 | $100,203+623.0% | $85,240+749.9% | $145,897+396.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.07% | 84.28%-77.2pp | 66.75%-59.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,250 | $3,242-61.4% | $2,735-54.3% | $4,663-73.2% |
| Participant deferral / active EE | $15,250 | $5,299+187.8% | $4,527+236.9% | $6,689+128.0% |
| Admin fee / account holder | $6 | $7,265-99.9% | $6,165-99.9% | $13,390-100.0% |