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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 | $300,641 | $135,956+121.1% | $123,894+142.7% | $273,972+9.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.63% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $9,530 | $5,170+84.3% | $4,617+106.4% | $4,869+95.7% |
| Participant deferral / active EE | $12,071 | $6,343+90.3% | $5,984+101.7% | $5,287+128.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |