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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 | $310,146 | $77,416+300.6% | $69,464+346.5% | $152,897+102.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.45% | 39.08%-34.6pp | 28.98%-24.5pp | 345.43%-341.0pp |
| Employer contribution / active EE | $477 | $3,315-85.6% | $2,779-82.8% | $4,764-90.0% |
| Participant deferral / active EE | $1,853 | $4,413-58.0% | $3,536-47.6% | $5,851-68.3% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |