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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 | $334,888 | $165,399+102.5% | $149,745+123.6% | $158,982+110.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.06% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-295.9pp |
| Employer contribution / active EE | $1,050 | $5,105-79.4% | $4,646-77.4% | $4,763-78.0% |
| Participant deferral / active EE | $3,500 | $7,183-51.3% | $6,843-48.9% | $5,983-41.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |