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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 | $670,309 | $99,053+576.7% | $88,179+660.2% | $138,895+382.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 7.49% | 78.17%-70.7pp | 64.97%-57.5pp | 145.39%-137.9pp |
| Employer contribution / active EE | $14,168 | $2,882+391.6% | $2,549+455.7% | $4,194+237.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |