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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 | $461,445 | $185,883+148.2% | $170,043+171.4% | $139,466+230.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.66% | 60.54%-55.9pp | 53.40%-48.7pp | 373.66%-369.0pp |
| Employer contribution / active EE | $2,102 | $7,596-72.3% | $6,790-69.0% | $4,754-55.8% |
| Participant deferral / active EE | $7,548 | $11,626-35.1% | $10,410-27.5% | $6,712+12.5% |
| Admin fee / account holder | $203 | $15,393-98.7% | $12,824-98.4% | $11,409-98.2% |