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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 | $296,762 | $211,288+40.5% | $178,540+66.2% | $145,884+103.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.25% | 30.27%-24.0pp | 27.15%-20.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $23,735 | $4,574+418.9% | $3,953+500.4% | $4,662+409.1% |
| Participant deferral / active EE | $15,000 | $6,967+115.3% | $6,281+138.8% | $6,690+124.2% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |