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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 | $1,065,466 | $174,379+511.0% | $152,093+600.5% | $138,895+667.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 7.34% | 74.86%-67.5pp | 66.36%-59.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,743 | $4,652-62.5% | $4,175-58.3% | $4,194-58.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $298 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |