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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 | $309,182 | $166,131+86.1% | $164,975+87.4% | $145,877+111.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 4.47% | 100.37%-95.9pp | 70.12%-65.7pp | 551.28%-546.8pp |
| Employer contribution / active EE | $3,532 | $5,276-33.0% | $4,343-18.7% | $4,663-24.2% |
| Participant deferral / active EE | $16,200 | $6,962+132.7% | $6,033+168.5% | $6,691+142.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |