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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 | $310,287 | $171,272+81.2% | $127,803+142.8% | $152,897+102.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 5.88% | 23.54%-17.7pp | 26.14%-20.3pp | 345.43%-339.6pp |
| Employer contribution / active EE | $12,234 | $5,451+124.4% | $4,576+167.4% | $4,764+156.8% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28 | $14,540-99.8% | $9,399-99.7% | $11,599-99.8% |