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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 | $288,813 | $117,846+145.1% | $102,434+182.0% | $145,884+98.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.77% | 31.90%-24.1pp | 29.46%-21.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $5,929 | $3,615+64.0% | $3,023+96.1% | $4,662+27.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |