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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 | $653,506 | $95,406+585.0% | $185,849+251.6% | $85,847+661.2% |
| Participation rate | 75.5% | 68.8%+6.7pp | 81.7%-6.2pp | 69.3%+6.2pp |
| Annual return | 4.90% | 23.59%-18.7pp | 122.10%-117.2pp | 318.61%-313.7pp |
| Employer contribution / active EE | $3,546 | $3,314+7.0% | $5,169-31.4% | $2,565+38.2% |
| Participant deferral / active EE | $2,057 | $3,424-39.9% | $5,569-63.1% | $3,952-47.9% |
| Admin fee / account holder | $13 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |