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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 | $406,312 | $165,381+145.7% | $149,730+171.4% | $158,966+155.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.05% | 348.29%-341.2pp | 276.70%-269.6pp | 302.95%-295.9pp |
| Employer contribution / active EE | $3,223 | $5,104-36.9% | $4,645-30.6% | $4,762-32.3% |
| Participant deferral / active EE | $15,855 | $7,182+120.8% | $6,843+131.7% | $5,983+165.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |