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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 | $590,974 | $88,707+566.2% | $74,184+696.6% | $273,972+115.7% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 0.34% | 11.94%-11.6pp | 17.74%-17.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,083 | $3,159-34.1% | $2,370-12.1% | $4,869-57.2% |
| Participant deferral / active EE | $13,596 | $4,212+222.8% | $3,550+283.0% | $5,287+157.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |