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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 | $653,584 | $96,524+577.1% | $75,900+761.1% | $152,909+327.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.5%-7.5pp |
| Annual return | 4.33% | 33.93%-29.6pp | 30.73%-26.4pp | 345.46%-341.1pp |
| Employer contribution / active EE | $13,500 | $3,311+307.8% | $2,501+439.8% | $4,764+183.4% |
| Participant deferral / active EE | $15,188 | $4,554+233.5% | $3,604+321.5% | $5,851+159.6% |
| Admin fee / account holder | $3 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |