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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 | $337,049 | $160,040+110.6% | $147,096+129.1% | $145,877+131.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 5.90% | 98.49%-92.6pp | 419.75%-413.8pp | 551.28%-545.4pp |
| Employer contribution / active EE | $5,053 | $5,289-4.5% | $4,936+2.4% | $4,663+8.4% |
| Participant deferral / active EE | $13,071 | $8,429+55.1% | $8,071+62.0% | $6,691+95.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |