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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 | $425,880 | $142,426+199.0% | $115,167+269.8% | $152,909+178.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 3.05% | 41.48%-38.4pp | 35.60%-32.6pp | 345.46%-342.4pp |
| Employer contribution / active EE | $3,175 | $4,011-20.8% | $3,179-0.1% | $4,764-33.4% |
| Participant deferral / active EE | $14,562 | $5,165+182.0% | $4,169+249.3% | $5,851+148.9% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |