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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 | $561,840 | $99,921+462.3% | $85,009+560.9% | $145,959+284.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.46% | 83.89%-76.4pp | 66.47%-59.0pp | 561.95%-554.5pp |
| Employer contribution / active EE | $9,722 | $3,233+200.7% | $2,728+256.3% | $4,661+108.6% |
| Participant deferral / active EE | $4,586 | $5,293-13.4% | $4,522+1.4% | $6,689-31.4% |
| Admin fee / account holder | $68 | $7,252-99.1% | $6,153-98.9% | $13,398-99.5% |