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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 | $296,330 | $183,516+61.5% | $155,534+90.5% | $145,884+103.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.91% | 61.43%-55.5pp | 64.92%-59.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,770 | $5,315-47.9% | $4,675-40.8% | $4,662-40.6% |
| Participant deferral / active EE | $13,476 | $6,467+108.4% | $5,630+139.4% | $6,690+101.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |