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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 | $310,356 | $149,778+107.2% | $118,946+160.9% | $158,966+95.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 1.88% | 19.95%-18.1pp | 35.89%-34.0pp | 302.95%-301.1pp |
| Employer contribution / active EE | $1,125 | $4,117-72.7% | $3,263-65.5% | $4,762-76.4% |
| Participant deferral / active EE | $18,000 | $5,225+244.5% | $4,266+322.0% | $5,983+200.8% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |