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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 | $297,499 | $174,379+70.6% | $152,093+95.6% | $138,895+114.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.74% | 74.86%-70.1pp | 66.36%-61.6pp | 145.39%-140.7pp |
| Employer contribution / active EE | $2,000 | $4,652-57.0% | $4,175-52.1% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $150 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |