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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 | $547,207 | $165,381+230.9% | $149,730+265.5% | $158,966+244.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 4.12% | 348.29%-344.2pp | 276.70%-272.6pp | 302.95%-298.8pp |
| Employer contribution / active EE | $3,264 | $5,104-36.0% | $4,645-29.7% | $4,762-31.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $272 | $10,809-97.5% | $9,310-97.1% | $11,250-97.6% |