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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 | $569,810 | $176,786+222.3% | $146,643+288.6% | $167,536+240.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.20% | 24.04%-21.8pp | 22.75%-20.5pp | 478.82%-476.6pp |
| Employer contribution / active EE | $2,256 | $5,161-56.3% | $4,137-45.5% | $4,839-53.4% |
| Participant deferral / active EE | $17,200 | $6,440+167.1% | $5,506+212.4% | $6,342+171.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |