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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 | $81,233+211.7% | $155,567+62.8% | $80,874+213.1% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 7.00% | 33.33%-26.3pp | 64.74%-57.7pp | 35.62%-28.6pp |
| Employer contribution / active EE | $22,254 | $3,101+617.7% | $4,674+376.1% | $2,756+707.6% |
| Participant deferral / active EE | $4,580 | $3,452+32.7% | $5,628-18.6% | $4,297+6.6% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |