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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 | $487,112 | $96,524+404.7% | $75,900+541.8% | $152,909+218.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 2.80% | 33.93%-31.1pp | 30.73%-27.9pp | 345.46%-342.7pp |
| Employer contribution / active EE | $25,000 | $3,311+655.1% | $2,501+899.6% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |