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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 | $387,457 | $104,664+270.2% | $85,693+352.1% | $167,518+131.3% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.9%+19.0pp | 82.1%+6.8pp |
| Annual return | 9.04% | 21.45%-12.4pp | 21.49%-12.5pp | 478.71%-469.7pp |
| Employer contribution / active EE | $19,241 | $3,337+476.6% | $2,618+634.9% | $4,838+297.7% |
| Participant deferral / active EE | $13,835 | $4,824+186.8% | $3,923+252.7% | $6,342+118.1% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |