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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 | $279,750 | $153,769+81.9% | $133,975+108.8% | $273,972+2.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 1.42% | 36.51%-35.1pp | 29.29%-27.9pp | 41.46%-40.0pp |
| Employer contribution / active EE | $8,378 | $6,029+39.0% | $5,211+60.8% | $4,869+72.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |