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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 | $519,776 | $124,425+317.7% | $112,040+363.9% | $137,256+278.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.66% | 24.72%-24.1pp | 24.52%-23.9pp | 220.34%-219.7pp |
| Employer contribution / active EE | $1,343 | $3,411-60.6% | $2,954-54.6% | $4,156-67.7% |
| Participant deferral / active EE | $31,000 | $5,718+442.1% | $5,098+508.1% | $6,407+383.9% |
| Admin fee / account holder | $100 | $15,207-99.3% | $12,098-99.2% | $12,270-99.2% |