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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 | $528,074 | $197,603+167.2% | $177,827+197.0% | $158,950+232.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.76% | 58.76%-54.0pp | 48.32%-43.6pp | 302.91%-298.1pp |
| Employer contribution / active EE | $3,391 | $6,698-49.4% | $5,918-42.7% | $4,762-28.8% |
| Participant deferral / active EE | $8,194 | $8,404-2.5% | $7,713+6.2% | $5,983+37.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |