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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 | $489,529 | $99,652+391.2% | $78,778+521.4% | $147,586+231.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.34% | 47.28%-41.9pp | 35.62%-30.3pp | 578.59%-573.3pp |
| Employer contribution / active EE | $9,773 | $2,796+249.6% | $1,986+392.2% | $4,876+100.4% |
| Participant deferral / active EE | $20,000 | $3,664+445.9% | $2,958+576.1% | $5,439+267.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |