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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 | $315,605 | $217,427+45.2% | $185,837+69.8% | $167,518+88.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 2.40% | 148.39%-146.0pp | 122.08%-119.7pp | 478.71%-476.3pp |
| Employer contribution / active EE | $5,872 | $5,8740% | $5,168+13.6% | $4,838+21.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $272 | $19,816-98.6% | $16,241-98.3% | $12,312-97.8% |