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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 | $351,847 | $141,004+149.5% | $112,273+213.4% | $139,456+152.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.35% | 32.75%-30.4pp | 30.23%-27.9pp | 373.45%-371.1pp |
| Employer contribution / active EE | $4,535 | $4,285+5.8% | $3,431+32.2% | $4,753-4.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |