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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 | $390,397 | $166,131+135.0% | $164,975+136.6% | $145,877+167.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 3.80% | 100.37%-96.6pp | 70.12%-66.3pp | 551.28%-547.5pp |
| Employer contribution / active EE | $8,041 | $5,276+52.4% | $4,343+85.2% | $4,663+72.4% |
| Participant deferral / active EE | $15,250 | $6,962+119.0% | $6,033+152.8% | $6,691+127.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |