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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 | $210,343+163.9% | $153,476+261.7% | $145,978+280.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.29% | 13.38%-8.1pp | 15.66%-10.4pp | 550.52%-545.2pp |
| Employer contribution / active EE | $12,104 | $6,047+100.1% | $5,038+140.2% | $4,662+159.6% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,759-100.0% | $6,690-100.0% |
| Admin fee / account holder | $74 | $19,424-99.6% | $12,729-99.4% | $13,400-99.4% |