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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 | $829,912 | $192,829+330.4% | $142,516+482.3% | $139,466+495.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 3.79% | 17.99%-14.2pp | 19.99%-16.2pp | 373.66%-369.9pp |
| Employer contribution / active EE | $29,333 | $5,808+405.0% | $4,849+505.0% | $4,754+517.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,409-100.0% |