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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 | $271,381 | $106,247+155.4% | $96,515+181.2% | $139,466+94.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.72% | 38.47%-36.7pp | 35.73%-34.0pp | 373.66%-371.9pp |
| Employer contribution / active EE | $3,391 | $4,106-17.4% | $3,740-9.3% | $4,754-28.7% |
| Participant deferral / active EE | $8,609 | $5,456+57.8% | $4,880+76.4% | $6,712+28.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |