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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 | $108,882+594.2% | $96,754+681.2% | $154,746+388.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.28% | 98.39%-90.1pp | 82.04%-73.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $46,500 | $3,018+1440.7% | $2,679+1635.6% | $4,379+961.9% |
| Participant deferral / active EE | $30,250 | $5,323+468.3% | $4,758+535.8% | $6,730+349.5% |
| Admin fee / account holder | $135 | $10,200-98.7% | $8,905-98.5% | $14,365-99.1% |