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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 | $412,508 | $84,236+389.7% | $170,435+142.0% | $70,126+488.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.80% | 23.06%-13.3pp | 205.94%-196.1pp | 73.15%-63.3pp |
| Employer contribution / active EE | $18,433 | $3,387+444.2% | $5,432+239.3% | $2,343+686.9% |
| Participant deferral / active EE | $11,301 | $3,086+266.2% | $4,939+128.8% | $3,332+239.2% |
| Admin fee / account holder | $252 | $5,698-95.6% | $13,881-98.2% | $4,645-94.6% |