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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 | $866,073 | $162,967+431.4% | $135,792+537.8% | $138,895+523.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 3.95% | 30.08%-26.1pp | 25.96%-22.0pp | 145.39%-141.4pp |
| Employer contribution / active EE | $8,333 | $4,211+97.9% | $3,496+138.4% | $4,194+98.7% |
| Participant deferral / active EE | $13,333 | $5,640+136.4% | $4,759+180.2% | $6,396+108.5% |
| Admin fee / account holder | $25 | $15,306-99.8% | $12,266-99.8% | $12,562-99.8% |