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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 | $344,238 | $91,037+278.1% | $71,671+380.3% | $147,586+133.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.04% | 20.48%-14.4pp | 20.65%-14.6pp | 578.59%-572.6pp |
| Employer contribution / active EE | $12,368 | $3,327+271.7% | $2,460+402.8% | $4,876+153.6% |
| Participant deferral / active EE | $14,304 | $4,498+218.0% | $3,438+316.1% | $5,439+163.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |