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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 | $555,157 | $210,991+163.1% | $153,741+261.1% | $145,897+280.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.29% | 13.46%-8.2pp | 15.71%-10.4pp | 552.29%-547.0pp |
| Employer contribution / active EE | $12,104 | $6,057+99.8% | $5,042+140.1% | $4,663+159.6% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $74 | $19,490-99.6% | $12,749-99.4% | $13,390-99.4% |