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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 | $210,510+163.7% | $153,500+261.7% | $145,877+280.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.29% | 13.45%-8.2pp | 15.70%-10.4pp | 551.28%-546.0pp |
| Employer contribution / active EE | $12,104 | $6,052+100.0% | $5,039+140.2% | $4,663+159.6% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $74 | $19,455-99.6% | $12,736-99.4% | $13,402-99.4% |