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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 | $397,901 | $148,629+167.7% | $135,982+192.6% | $139,487+185.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.57% | 79.33%-76.8pp | 68.32%-65.8pp | 373.84%-371.3pp |
| Employer contribution / active EE | $19,766 | $5,247+276.7% | $4,859+306.8% | $4,755+315.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $158 | $12,406-98.7% | $10,767-98.5% | $11,407-98.6% |