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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 | $280,768 | $139,948+100.6% | $121,663+130.8% | $154,746+81.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 7.07% | 230.52%-223.4pp | 147.54%-140.5pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,288 | $3,521-63.4% | $3,020-57.4% | $4,379-70.6% |
| Participant deferral / active EE | $2,690 | $5,629-52.2% | $4,887-45.0% | $6,730-60.0% |
| Admin fee / account holder | $20 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |