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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 | $280,319 | $157,296+78.2% | $141,191+98.5% | $152,897+83.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.36% | 64.34%-53.0pp | 71.41%-60.1pp | 345.43%-334.1pp |
| Employer contribution / active EE | $1,796 | $5,262-65.9% | $4,736-62.1% | $4,764-62.3% |
| Participant deferral / active EE | $9,831 | $7,111+38.3% | $6,710+46.5% | $5,851+68.0% |
| Admin fee / account holder | $3 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |