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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 | $842,566 | $162,821+417.5% | $133,978+528.9% | $158,982+430.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.97% | 41.95%-37.0pp | 45.10%-40.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $31,951 | $4,976+542.1% | $3,919+715.3% | $4,763+570.8% |
| Participant deferral / active EE | $12,000 | $5,910+103.0% | $5,047+137.7% | $5,983+100.6% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |