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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 | $594,041 | $110,337+438.4% | $102,383+480.2% | $145,877+307.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.93% | 24.83%-19.9pp | 24.94%-20.0pp | 551.28%-546.4pp |
| Employer contribution / active EE | $19,445 | $4,216+361.2% | $3,870+402.4% | $4,663+317.0% |
| Participant deferral / active EE | $15,250 | $5,621+171.3% | $5,060+201.4% | $6,691+127.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |