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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 | $545,267 | $165,939+228.6% | $122,354+345.6% | $147,586+269.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 3.19% | 34.56%-31.4pp | 30.28%-27.1pp | 578.59%-575.4pp |
| Employer contribution / active EE | $36,015 | $5,754+525.9% | $4,051+789.1% | $4,876+638.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20 | $7,425-99.7% | $5,479-99.6% | $10,886-99.8% |