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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 | $558,102 | $157,276+254.9% | $141,177+295.3% | $152,885+265.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.10% | 64.33%-55.2pp | 71.40%-62.3pp | 345.39%-336.3pp |
| Employer contribution / active EE | $2,592 | $5,262-50.7% | $4,736-45.3% | $4,763-45.6% |
| Participant deferral / active EE | $6,400 | $7,110-10.0% | $6,710-4.6% | $5,851+9.4% |
| Admin fee / account holder | $168 | $12,123-98.6% | $10,263-98.4% | $11,598-98.5% |