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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 | $544,089 | $106,247+412.1% | $96,515+463.7% | $139,466+290.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.23% | 38.47%-34.2pp | 35.73%-31.5pp | 373.66%-369.4pp |
| Employer contribution / active EE | $16,883 | $4,106+311.2% | $3,740+351.5% | $4,754+255.1% |
| Participant deferral / active EE | $10,000 | $5,456+83.3% | $4,880+104.9% | $6,712+49.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |