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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 | $253,871 | $110,410+129.9% | $102,437+147.8% | $145,897+74.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.76% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.5pp |
| Employer contribution / active EE | $4,520 | $4,217+7.2% | $3,871+16.8% | $4,663-3.1% |
| Participant deferral / active EE | $3,467 | $5,622-38.3% | $5,060-31.5% | $6,689-48.2% |
| Admin fee / account holder | $145 | $9,745-98.5% | $8,388-98.3% | $13,390-98.9% |