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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 | $253,104 | $52,279+384.1% | $89,400+183.1% | $79,858+216.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 7.48% | 22.16%-14.7pp | 245.64%-238.2pp | 31.72%-24.2pp |
| Employer contribution / active EE | $7,671 | $1,572+388.1% | $2,586+196.7% | $2,471+210.5% |
| Participant deferral / active EE | $5,733 | $2,740+109.2% | $3,890+47.4% | $3,740+53.3% |
| Admin fee / account holder | $187 | $3,356-94.4% | $4,882-96.2% | $5,306-96.5% |