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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 | $108,942+328.5% | $100,415+364.9% | $145,897+220.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.95% | 58.27%-50.3pp | 49.47%-41.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $3,663 | $4,422-17.2% | $3,943-7.1% | $4,663-21.4% |
| Participant deferral / active EE | $30,000 | $8,461+254.6% | $8,091+270.8% | $6,689+348.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |