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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 | $295,373 | $160,070+84.5% | $147,117+100.8% | $145,897+102.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 8.07% | 98.69%-90.6pp | 420.54%-412.5pp | 552.29%-544.2pp |
| Employer contribution / active EE | $3,453 | $5,285-34.7% | $4,932-30.0% | $4,663-26.0% |
| Participant deferral / active EE | $8,371 | $8,419-0.6% | $8,065+3.8% | $6,689+25.1% |
| Admin fee / account holder | $17 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |