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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 | $250,543 | $211,288+18.6% | $178,540+40.3% | $145,884+71.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.19% | 30.27%-25.1pp | 27.15%-22.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $2,500 | $4,574-45.3% | $3,953-36.8% | $4,662-46.4% |
| Participant deferral / active EE | $23,000 | $6,967+230.2% | $6,281+266.2% | $6,690+243.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |