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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 | $499,084 | $181,896+174.4% | $156,551+218.8% | $273,972+82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.00% | 30.74%-29.7pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $30,000 | $6,248+380.1% | $5,501+445.3% | $4,869+516.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $246 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |