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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 | $554,044 | $201,372+175.1% | $184,260+200.7% | $145,884+279.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.22% | 29.04%-21.8pp | 28.84%-21.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $46,000 | $7,024+554.9% | $6,427+615.7% | $4,662+886.6% |
| Participant deferral / active EE | $19,714 | $9,808+101.0% | $9,133+115.9% | $6,690+194.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |