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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 | $511,856 | $117,846+334.3% | $102,434+399.7% | $145,884+250.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.15% | 31.90%-31.7pp | 29.46%-29.3pp | 551.85%-551.7pp |
| Employer contribution / active EE | $2,218 | $3,615-38.7% | $3,023-26.7% | $4,662-52.4% |
| Participant deferral / active EE | $10,500 | $5,733+83.1% | $5,055+107.7% | $6,690+57.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |