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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 | $261,257 | $152,612+71.2% | $125,192+108.7% | $152,897+70.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.48% | 54.85%-47.4pp | 43.79%-36.3pp | 345.43%-337.9pp |
| Employer contribution / active EE | $11,079 | $4,947+123.9% | $3,866+186.6% | $4,764+132.6% |
| Participant deferral / active EE | $3,705 | $5,868-36.9% | $4,937-25.0% | $5,851-36.7% |
| Admin fee / account holder | $163 | $13,437-98.8% | $9,704-98.3% | $11,599-98.6% |