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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 | $300,744 | $63,365+374.6% | $91,994+226.9% | $72,976+312.1% |
| Participation rate | 82.1% | 72.5%+9.6pp | 78.6%+3.5pp | 69.5%+12.7pp |
| Annual return | 14.38% | 35.35%-21.0pp | 69.04%-54.7pp | 81.02%-66.6pp |
| Employer contribution / active EE | $9,565 | $2,116+352.1% | $3,453+177.0% | $2,440+292.0% |
| Participant deferral / active EE | $2,324 | $4,883-52.4% | $5,924-60.8% | $3,608-35.6% |
| Admin fee / account holder | $148 | $4,670-96.8% | $7,744-98.1% | $5,124-97.1% |