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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 | $389,569 | $114,013+241.7% | $103,693+275.7% | $155,188+151.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.65% | 49.31%-43.7pp | 47.61%-42.0pp | 148.84%-143.2pp |
| Employer contribution / active EE | $16,802 | $3,131+436.6% | $2,920+475.3% | $4,248+295.5% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |