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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 | $258,812 | $152,612+69.6% | $125,192+106.7% | $152,897+69.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 6.64% | 54.85%-48.2pp | 43.79%-37.1pp | 345.43%-338.8pp |
| Employer contribution / active EE | $3,577 | $4,947-27.7% | $3,866-7.5% | $4,764-24.9% |
| Participant deferral / active EE | $7,917 | $5,868+34.9% | $4,937+60.3% | $5,851+35.3% |
| Admin fee / account holder | $9 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |