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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 | $721,972 | $101,063+614.4% | $81,473+786.2% | $147,586+389.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.97% | 32.41%-24.4pp | 38.78%-30.8pp | 578.59%-570.6pp |
| Employer contribution / active EE | $13,892 | $3,206+333.4% | $2,568+441.0% | $4,876+184.9% |
| Participant deferral / active EE | $12,438 | $4,242+193.2% | $3,537+251.7% | $5,439+128.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |