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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 | $781,495 | $116,203+572.5% | $93,621+734.7% | $152,909+411.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 3.89% | 35.96%-32.1pp | 32.76%-28.9pp | 345.46%-341.6pp |
| Employer contribution / active EE | $41,571 | $3,219+1191.4% | $2,719+1429.1% | $4,764+772.6% |
| Participant deferral / active EE | $2,541 | $4,605-44.8% | $4,070-37.6% | $5,851-56.6% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |