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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 | $466,809 | $108,912+328.6% | $100,383+365.0% | $145,959+219.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.95% | 57.96%-50.0pp | 49.26%-41.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $3,663 | $4,423-17.2% | $3,944-7.1% | $4,661-21.4% |
| Participant deferral / active EE | $30,000 | $8,451+255.0% | $8,086+271.0% | $6,689+348.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |