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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 | $250,022 | $155,555+60.7% | $146,866+70.2% | $155,188+61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.44% | 115.41%-110.0pp | 102.85%-97.4pp | 148.84%-143.4pp |
| Employer contribution / active EE | $25,414 | $4,647+446.9% | $4,425+474.4% | $4,248+498.3% |
| Participant deferral / active EE | $15,500 | $8,044+92.7% | $7,759+99.8% | $6,531+137.3% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |