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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 | $637,102 | $106,267+499.5% | $96,520+560.1% | $139,456+356.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.61% | 38.45%-28.8pp | 35.72%-26.1pp | 373.45%-363.8pp |
| Employer contribution / active EE | $16,187 | $4,105+294.3% | $3,739+333.0% | $4,753+240.6% |
| Participant deferral / active EE | $33,075 | $5,454+506.4% | $4,879+578.0% | $6,711+392.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |