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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 | $788,308 | $101,063+680.0% | $81,473+867.6% | $147,585+434.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.97% | 32.41%-27.4pp | 38.78%-33.8pp | 578.58%-573.6pp |
| Employer contribution / active EE | $2,700 | $3,206-15.8% | $2,568+5.1% | $4,876-44.6% |
| Participant deferral / active EE | $2,700 | $4,242-36.4% | $3,537-23.7% | $5,439-50.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |