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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 | $896,117 | $87,834+920.2% | $133,975+568.9% | $62,881+1325.1% |
| Participation rate | 98.9% | 83.4%+15.6pp | 87.1%+11.9pp | 69.3%+29.6pp |
| Annual return | 1.02% | 12.05%-11.0pp | 29.29%-28.3pp | 20.14%-19.1pp |
| Employer contribution / active EE | $27,929 | $3,482+702.0% | $5,211+435.9% | $2,281+1124.4% |
| Participant deferral / active EE | $15,365 | $4,812+219.3% | $6,282+144.6% | $3,203+379.7% |
| Admin fee / account holder | $2 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |