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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 | $521,893 | $146,267+256.8% | $197,124+164.8% | $82,448+533.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 3.68% | 29.61%-25.9pp | 44.34%-40.7pp | 41.64%-38.0pp |
| Employer contribution / active EE | $16,892 | $4,723+257.6% | $6,227+171.2% | $2,551+562.2% |
| Participant deferral / active EE | $18,537 | $7,035+163.5% | $9,135+102.9% | $4,139+347.8% |
| Admin fee / account holder | $223 | $14,422-98.5% | $16,298-98.6% | $7,234-96.9% |