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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 | $827,976 | $110,307+650.6% | $96,576+757.3% | $139,456+493.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.26% | 26.40%-21.1pp | 25.87%-20.6pp | 373.45%-368.2pp |
| Employer contribution / active EE | $43,500 | $3,619+1101.9% | $2,965+1367.1% | $4,753+815.3% |
| Participant deferral / active EE | $30,000 | $5,547+440.8% | $4,851+518.4% | $6,711+347.0% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |