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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 | $574,890 | $110,337+421.0% | $102,383+461.5% | $145,877+294.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.64% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.6pp |
| Employer contribution / active EE | $24,750 | $4,216+487.1% | $3,870+539.5% | $4,663+430.8% |
| Participant deferral / active EE | $26,750 | $5,621+375.9% | $5,060+428.7% | $6,691+299.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |