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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 | $264,311 | $106,247+148.8% | $96,515+173.9% | $139,466+89.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.99% | 38.47%-34.5pp | 35.73%-31.7pp | 373.66%-369.7pp |
| Employer contribution / active EE | $12,900 | $4,106+214.2% | $3,740+245.0% | $4,754+171.4% |
| Participant deferral / active EE | $56,850 | $5,456+942.0% | $4,880+1065.0% | $6,712+747.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |