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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 | $320,720 | $100,970+217.6% | $96,576+232.1% | $137,256+133.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.59% | 38.16%-26.6pp | 38.47%-26.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,329 | $3,809-12.6% | $3,553-6.3% | $4,156-19.9% |
| Participant deferral / active EE | $18,167 | $8,286+119.2% | $7,956+128.3% | $6,407+183.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |