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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 | $185,141+100.9% | $153,416+142.5% | $155,188+139.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 3.18% | 18.72%-15.5pp | 17.84%-14.7pp | 148.84%-145.7pp |
| Employer contribution / active EE | $9,914 | $4,489+120.8% | $3,764+163.4% | $4,248+133.4% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |