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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 | $278,695 | $112,729+147.2% | $98,716+182.3% | $137,256+103.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.27% | 38.48%-33.2pp | 31.81%-26.5pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,731 | $2,725-36.5% | $2,279-24.1% | $4,156-58.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |