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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 | $401,993 | $153,774+161.4% | $133,981+200.0% | $273,968+46.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.86% | 36.51%-35.7pp | 29.30%-28.4pp | 41.45%-40.6pp |
| Employer contribution / active EE | $2,824 | $6,029-53.2% | $5,211-45.8% | $4,869-42.0% |
| Participant deferral / active EE | $11,100 | $6,958+59.5% | $6,282+76.7% | $5,287+109.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |