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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 | $344,730 | $157,276+119.2% | $141,177+144.2% | $152,885+125.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.86% | 64.33%-50.5pp | 71.40%-57.5pp | 345.39%-331.5pp |
| Employer contribution / active EE | $12,952 | $5,262+146.2% | $4,736+173.5% | $4,763+171.9% |
| Participant deferral / active EE | $9,663 | $7,110+35.9% | $6,710+44.0% | $5,851+65.2% |
| Admin fee / account holder | $141 | $12,123-98.8% | $10,263-98.6% | $11,598-98.8% |