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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 | $904,439 | $105,158+760.1% | $94,672+855.3% | $139,487+548.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 2.34% | 38.11%-35.8pp | 156.89%-154.6pp | 373.84%-371.5pp |
| Employer contribution / active EE | $18,300 | $4,107+345.5% | $3,673+398.2% | $4,755+284.9% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,417+304.5% | $6,713+346.9% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |