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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 | $117,904+145.0% | $102,457+181.9% | $145,978+97.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.77% | 31.80%-24.0pp | 29.41%-21.6pp | 550.52%-542.7pp |
| Employer contribution / active EE | $5,929 | $3,613+64.1% | $3,022+96.2% | $4,662+27.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |