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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 | $288,003 | $135,956+111.8% | $123,894+132.5% | $273,972+5.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.14% | 56.63%-55.5pp | 47.52%-46.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $4,271 | $5,170-17.4% | $4,617-7.5% | $4,869-12.3% |
| Participant deferral / active EE | $13,766 | $6,343+117.0% | $5,984+130.0% | $5,287+160.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |