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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 | $338,161 | $181,896+85.9% | $156,551+116.0% | $273,972+23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.61% | 30.74%-30.1pp | 32.23%-31.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $16,500 | $6,248+164.1% | $5,501+199.9% | $4,869+238.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $137 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |