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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 | $351,816 | $87,166+303.6% | $76,735+358.5% | $137,256+156.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.80% | 26.50%-20.7pp | 29.77%-24.0pp | 220.34%-214.5pp |
| Employer contribution / active EE | $46,500 | $2,904+1501.0% | $2,454+1794.7% | $4,156+1018.9% |
| Participant deferral / active EE | $32,875 | $4,726+595.6% | $4,088+704.2% | $6,407+413.1% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |