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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 | $258,531 | $228,352+13.2% | $185,835+39.1% | $158,966+62.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.45% | 40.81%-38.4pp | 35.96%-33.5pp | 302.95%-300.5pp |
| Employer contribution / active EE | $14,929 | $4,967+200.6% | $4,087+265.3% | $4,762+213.5% |
| Participant deferral / active EE | $17,333 | $6,416+170.2% | $5,633+207.7% | $5,983+189.7% |
| Admin fee / account holder | $33 | $11,867-99.7% | $9,502-99.6% | $11,250-99.7% |