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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 | $351,605 | $98,776+256.0% | $149,745+134.8% | $79,856+340.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.86% | 27.38%-15.5pp | 276.72%-264.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $11,685 | $3,217+263.2% | $4,646+151.5% | $2,471+372.9% |
| Participant deferral / active EE | $10,221 | $5,681+79.9% | $6,843+49.4% | $3,741+173.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |