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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 | $467,404 | $175,231+166.7% | $149,696+212.2% | $139,466+235.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.00% | 166.77%-161.8pp | 134.46%-129.5pp | 373.66%-368.7pp |
| Employer contribution / active EE | $2,893 | $5,478-47.2% | $4,821-40.0% | $4,754-39.2% |
| Participant deferral / active EE | $7,833 | $6,521+20.1% | $5,682+37.9% | $6,712+16.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |