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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 | $331,596 | $155,555+113.2% | $146,866+125.8% | $155,188+113.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 0.84% | 115.41%-114.6pp | 102.85%-102.0pp | 148.84%-148.0pp |
| Employer contribution / active EE | $46,000 | $4,647+890.0% | $4,425+939.6% | $4,248+982.9% |
| Participant deferral / active EE | $29,000 | $8,044+260.5% | $7,759+273.7% | $6,531+344.0% |
| Admin fee / account holder | $70 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |