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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 | $100,139+623.4% | $85,187+750.4% | $145,884+396.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.07% | 84.15%-77.1pp | 66.67%-59.6pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,250 | $3,238-61.4% | $2,732-54.3% | $4,662-73.2% |
| Participant deferral / active EE | $15,250 | $5,296+188.0% | $4,525+237.0% | $6,690+128.0% |
| Admin fee / account holder | $6 | $7,262-99.9% | $6,162-99.9% | $13,392-100.0% |