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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 | $873,051 | $112,729+674.5% | $98,716+784.4% | $137,256+536.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 2.18% | 38.48%-36.3pp | 31.81%-29.6pp | 220.34%-218.2pp |
| Employer contribution / active EE | $9,305 | $2,725+241.4% | $2,279+308.4% | $4,156+123.9% |
| Participant deferral / active EE | $31,000 | $4,640+568.1% | $4,048+665.9% | $6,407+383.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |