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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 | $386,220 | $166,089+132.5% | $164,928+134.2% | $145,978+164.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.62% | 100.26%-94.6pp | 70.08%-64.5pp | 550.52%-544.9pp |
| Employer contribution / active EE | $25,590 | $5,276+385.0% | $4,343+489.2% | $4,662+448.9% |
| Participant deferral / active EE | $19,997 | $6,961+187.3% | $6,034+231.4% | $6,690+198.9% |
| Admin fee / account holder | $50 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |