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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 | $251,065 | $78,690+219.1% | $161,489+55.5% | $87,485+187.0% |
| Participation rate | 88.0% | 67.5%+20.5pp | 78.7%+9.3pp | 68.9%+19.1pp |
| Annual return | 11.40% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $5,779 | $2,588+123.3% | $4,268+35.4% | $2,596+122.6% |
| Participant deferral / active EE | $8,505 | $3,311+156.9% | $5,630+51.1% | $4,274+99.0% |
| Admin fee / account holder | $93 | $6,724-98.6% | $16,006-99.4% | $7,775-98.8% |