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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 | $755,817 | $97,125+678.2% | $86,233+776.5% | $137,256+450.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.28% | 74.19%-65.9pp | 61.39%-53.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $46,500 | $2,841+1536.6% | $2,504+1756.8% | $4,156+1018.9% |
| Participant deferral / active EE | $30,250 | $5,180+484.0% | $4,559+563.5% | $6,407+372.2% |
| Admin fee / account holder | $135 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |