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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 | $274,865 | $110,240+149.3% | $96,544+184.7% | $139,487+97.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.92% | 26.41%-17.5pp | 25.88%-17.0pp | 373.84%-364.9pp |
| Employer contribution / active EE | $30,000 | $3,622+728.2% | $2,966+911.3% | $4,755+531.0% |
| Participant deferral / active EE | $30,000 | $5,549+440.7% | $4,851+518.4% | $6,713+346.9% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |