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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 | $126,661+310.4% | $113,397+358.4% | $138,895+274.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 0.66% | 25.05%-24.4pp | 23.20%-22.5pp | 145.39%-144.7pp |
| Employer contribution / active EE | $1,343 | $3,456-61.2% | $2,977-54.9% | $4,194-68.0% |
| Participant deferral / active EE | $31,000 | $5,693+444.6% | $5,076+510.7% | $6,396+384.7% |
| Admin fee / account holder | $100 | $14,549-99.3% | $11,957-99.2% | $12,562-99.2% |