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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 | $294,322 | $156,398+88.2% | $147,318+99.8% | $138,895+111.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.34% | 78.75%-75.4pp | 70.43%-67.1pp | 145.39%-142.1pp |
| Employer contribution / active EE | $23,000 | $4,853+373.9% | $4,593+400.8% | $4,194+448.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $72 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |