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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 | $948,538 | $142,426+566.0% | $115,167+723.6% | $152,909+520.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 3.41% | 41.48%-38.1pp | 35.60%-32.2pp | 345.46%-342.1pp |
| Employer contribution / active EE | $37,000 | $4,011+822.6% | $3,179+1063.8% | $4,764+676.7% |
| Participant deferral / active EE | $19,000 | $5,165+267.9% | $4,169+355.8% | $5,851+224.7% |
| Admin fee / account holder | $50 | $8,464-99.4% | $7,089-99.3% | $11,601-99.6% |