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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 | $786,994 | $176,838+345.0% | $146,685+436.5% | $167,518+369.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.18% | 24.04%-17.9pp | 22.75%-16.6pp | 478.71%-472.5pp |
| Employer contribution / active EE | $19,167 | $5,161+271.4% | $4,137+363.3% | $4,838+296.1% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |