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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 | $342,113 | $124,346+175.1% | $111,308+207.4% | $167,536+104.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.60% | 37.45%-30.9pp | 54.67%-48.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $14,875 | $3,437+332.8% | $2,732+444.5% | $4,839+207.4% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |