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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 | $379,866 | $85,060+346.6% | $70,565+438.3% | $139,487+172.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 9.22% | 30.39%-21.2pp | 32.79%-23.6pp | 373.84%-364.6pp |
| Employer contribution / active EE | $16,413 | $3,912+319.6% | $2,976+451.6% | $4,755+245.2% |
| Participant deferral / active EE | $20,625 | $5,891+250.1% | $4,568+351.5% | $6,713+207.3% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |