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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 | $266,439 | $115,810+130.1% | $101,271+163.1% | $158,966+67.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.31% | 56.15%-50.8pp | 46.48%-41.2pp | 302.95%-297.6pp |
| Employer contribution / active EE | $2,710 | $4,175-35.1% | $3,660-26.0% | $4,762-43.1% |
| Participant deferral / active EE | $4,574 | $4,958-7.7% | $4,371+4.7% | $5,983-23.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |