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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 | $853,013 | $138,312+516.7% | $122,979+593.6% | $155,188+449.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 3.98% | 22.06%-18.1pp | 20.12%-16.1pp | 148.84%-144.9pp |
| Employer contribution / active EE | $70,000 | $3,530+1882.8% | $3,062+2185.8% | $4,248+1547.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |