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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 | $260,988 | $77,638+236.2% | $156,551+66.7% | $62,881+315.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.99% | 50.33%-49.3pp | 32.23%-31.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $7,379 | $3,444+114.3% | $5,501+34.1% | $2,281+223.5% |
| Participant deferral / active EE | $7,970 | $3,046+161.7% | $4,871+63.6% | $3,203+148.8% |
| Admin fee / account holder | $78 | $5,561-98.6% | $13,028-99.4% | $4,296-98.2% |