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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 | $413,893 | $157,304+163.1% | $141,197+193.1% | $152,909+170.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.31% | 64.34%-54.0pp | 71.41%-61.1pp | 345.46%-335.2pp |
| Employer contribution / active EE | $5,404 | $5,263+2.7% | $4,736+14.1% | $4,764+13.4% |
| Participant deferral / active EE | $4,314 | $7,111-39.3% | $6,710-35.7% | $5,851-26.3% |
| Admin fee / account holder | $158 | $12,126-98.7% | $10,265-98.5% | $11,601-98.6% |