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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 | $523,534 | $99,345+427.0% | $84,753+517.7% | $273,972+91.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.01% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $17,653 | $4,214+318.9% | $3,574+393.9% | $4,869+262.6% |
| Participant deferral / active EE | $12,000 | $4,270+181.0% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $40 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |