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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 | $311,728 | $114,013+173.4% | $103,693+200.6% | $155,188+100.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.42% | 49.31%-45.9pp | 47.61%-44.2pp | 148.84%-145.4pp |
| Employer contribution / active EE | $21,089 | $3,131+573.5% | $2,920+622.2% | $4,248+396.5% |
| Participant deferral / active EE | $17,307 | $4,970+248.2% | $4,579+277.9% | $6,531+165.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |