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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 | $310,905 | $108,942+185.4% | $100,415+209.6% | $145,897+113.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 58.27%-48.6pp | 49.47%-39.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $38,368 | $4,422+767.7% | $3,943+873.1% | $4,663+722.9% |
| Participant deferral / active EE | $35,325 | $8,461+317.5% | $8,091+336.6% | $6,689+428.1% |
| Admin fee / account holder | $50 | $9,702-99.5% | $7,906-99.4% | $13,390-99.6% |