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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 | $81,276+211.5% | $155,574+62.7% | $80,925+212.9% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 7.00% | 33.36%-26.4pp | 64.87%-57.9pp | 35.65%-28.6pp |
| Employer contribution / active EE | $22,254 | $3,103+617.2% | $4,676+375.9% | $2,756+707.4% |
| Participant deferral / active EE | $4,580 | $3,453+32.6% | $5,629-18.6% | $4,299+6.5% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |