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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 | $414,763 | $162,812+154.7% | $133,971+209.6% | $158,966+160.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.37% | 41.94%-40.6pp | 45.09%-43.7pp | 302.95%-301.6pp |
| Employer contribution / active EE | $10,721 | $4,976+115.5% | $3,919+173.6% | $4,762+125.1% |
| Participant deferral / active EE | $26,000 | $5,910+339.9% | $5,047+415.1% | $5,983+334.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |