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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 | $517,489 | $105,856+388.9% | $90,161+474.0% | $147,585+250.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.90% | 37.63%-31.7pp | 34.89%-29.0pp | 578.58%-572.7pp |
| Employer contribution / active EE | $38,167 | $4,126+824.9% | $3,318+1050.3% | $4,876+682.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |