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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 | $274,258 | $152,460+79.9% | $118,746+131.0% | $147,586+85.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 4.45% | 17.41%-13.0pp | 24.54%-20.1pp | 578.59%-574.1pp |
| Employer contribution / active EE | $12,793 | $5,046+153.5% | $4,193+205.1% | $4,876+162.4% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $293 | $16,953-98.3% | $10,720-97.3% | $10,886-97.3% |