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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 | $330,033 | $149,679+120.5% | $117,039+182.0% | $147,586+123.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 4.01% | 19.31%-15.3pp | 18.95%-14.9pp | 578.59%-574.6pp |
| Employer contribution / active EE | $35,655 | $4,937+622.2% | $3,785+842.1% | $4,876+631.2% |
| Participant deferral / active EE | $18,000 | $4,912+266.5% | $3,929+358.1% | $5,439+231.0% |
| Admin fee / account holder | $132 | $7,856-98.3% | $5,974-97.8% | $10,886-98.8% |