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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 | $548,608 | $103,385+430.6% | $87,104+529.8% | $152,870+258.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.31% | 28.10%-24.8pp | 28.19%-24.9pp | 345.34%-342.0pp |
| Employer contribution / active EE | $31,000 | $3,220+862.6% | $2,521+1129.5% | $4,763+550.9% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,049+517.5% | $5,850+327.3% |
| Admin fee / account holder | $0 | $12,192-100.0% | $7,490-100.0% | $11,597-100.0% |