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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 | $371,976 | $161,352+130.5% | $134,172+177.2% | $137,256+171.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.18% | 28.72%-25.5pp | 25.30%-22.1pp | 220.34%-217.2pp |
| Employer contribution / active EE | $9,914 | $4,099+141.9% | $3,420+189.9% | $4,156+138.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |