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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 | $519,271 | $181,896+185.5% | $156,551+231.7% | $273,972+89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.99% | 30.74%-29.8pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,600 | $5,550+127.0% | $4,871+158.7% | $5,287+138.3% |
| Admin fee / account holder | $15 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |