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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 | $138,312+275.8% | $122,979+322.7% | $155,188+234.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 0.66% | 22.06%-21.4pp | 20.12%-19.5pp | 148.84%-148.2pp |
| Employer contribution / active EE | $1,343 | $3,530-62.0% | $3,062-56.2% | $4,248-68.4% |
| Participant deferral / active EE | $31,000 | $5,592+454.3% | $5,003+519.6% | $6,531+374.6% |
| Admin fee / account holder | $100 | $15,089-99.3% | $12,864-99.2% | $14,480-99.3% |