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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 | $844,658 | $162,785+418.9% | $133,959+530.5% | $158,950+431.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.09% | 41.94%-39.9pp | 45.09%-43.0pp | 302.91%-300.8pp |
| Employer contribution / active EE | $2,576 | $4,975-48.2% | $3,919-34.3% | $4,762-45.9% |
| Participant deferral / active EE | $3,220 | $5,910-45.5% | $5,047-36.2% | $5,983-46.2% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |