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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 | $335,175 | $217,427+54.2% | $185,837+80.4% | $167,518+100.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.99% | 148.39%-143.4pp | 122.08%-117.1pp | 478.71%-473.7pp |
| Employer contribution / active EE | $5,380 | $5,874-8.4% | $5,168+4.1% | $4,838+11.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |