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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 | $257,548 | $181,896+41.6% | $156,551+64.5% | $273,972-6.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.10% | 30.74%-28.6pp | 32.23%-30.1pp | 41.46%-39.4pp |
| Employer contribution / active EE | $12,078 | $6,248+93.3% | $5,501+119.6% | $4,869+148.1% |
| Participant deferral / active EE | $4,800 | $5,550-13.5% | $4,871-1.5% | $5,287-9.2% |
| Admin fee / account holder | $39 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |