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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 | $313,419 | $111,814+180.3% | $103,378+203.2% | $145,978+114.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.32% | 24.80%-19.5pp | 24.91%-19.6pp | 550.52%-545.2pp |
| Employer contribution / active EE | $6,000 | $4,215+42.3% | $3,870+55.0% | $4,662+28.7% |
| Participant deferral / active EE | $30,500 | $5,618+442.9% | $5,058+503.0% | $6,690+355.9% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |