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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 | $598,359 | $77,920+667.9% | $149,723+299.6% | $75,177+695.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.74% | 31.72%-23.0pp | 134.50%-125.8pp | 160.75%-152.0pp |
| Employer contribution / active EE | $7,218 | $3,138+130.0% | $4,821+49.7% | $2,671+170.2% |
| Participant deferral / active EE | $5,333 | $3,411+56.3% | $5,682-6.2% | $4,126+29.2% |
| Admin fee / account holder | $186 | $5,951-96.9% | $13,215-98.6% | $5,651-96.7% |