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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 | $475,743 | $138,366+243.8% | $184,185+158.3% | $80,911+488.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.17% | 20.02%-9.9pp | 28.81%-18.6pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $20,093 | $7,074+184.0% | $9,132+120.0% | $4,297+367.6% |
| Admin fee / account holder | $232 | $10,484-97.8% | $13,909-98.3% | $6,935-96.7% |