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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 | $794,764 | $88,707+795.9% | $74,184+971.3% | $273,972+190.1% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | -0.41% | 11.94%-12.3pp | 17.74%-18.1pp | 41.46%-41.9pp |
| Employer contribution / active EE | $32,045 | $3,159+914.3% | $2,370+1252.0% | $4,869+558.2% |
| Participant deferral / active EE | $1,960 | $4,212-53.5% | $3,550-44.8% | $5,287-62.9% |
| Admin fee / account holder | $55 | $8,717-99.4% | $5,586-99.0% | $10,133-99.5% |