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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 | $337,197 | $157,270+114.4% | $141,173+138.9% | $152,870+120.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.30% | 64.33%-50.0pp | 71.40%-57.1pp | 345.34%-331.0pp |
| Employer contribution / active EE | $28,000 | $5,261+432.2% | $4,735+491.3% | $4,763+487.9% |
| Participant deferral / active EE | $24,000 | $7,110+237.6% | $6,710+257.7% | $5,850+310.2% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |