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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 | $319,894 | $111,814+186.1% | $103,378+209.4% | $145,978+119.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.52% | 24.80%-16.3pp | 24.91%-16.4pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,996 | $4,215-28.9% | $3,870-22.6% | $4,662-35.7% |
| Participant deferral / active EE | $20,858 | $5,618+271.3% | $5,058+312.4% | $6,690+211.8% |
| Admin fee / account holder | $167 | $9,764-98.3% | $8,401-98.0% | $13,400-98.8% |