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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 | $253,196 | $81,358+211.2% | $155,556+62.8% | $80,959+212.7% |
| Participation rate | 84.0% | 66.3%+17.7pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 7.00% | 33.39%-26.4pp | 64.84%-57.8pp | 35.67%-28.7pp |
| Employer contribution / active EE | $22,254 | $3,106+616.4% | $4,675+376.0% | $2,757+707.1% |
| Participant deferral / active EE | $4,580 | $3,455+32.5% | $5,631-18.7% | $4,300+6.5% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |