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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 | $278,574 | $159,978+74.1% | $147,041+89.5% | $145,978+90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.37% | 98.36%-89.0pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $5,535 | $5,288+4.7% | $4,935+12.2% | $4,662+18.7% |
| Participant deferral / active EE | $14,781 | $8,429+75.4% | $8,071+83.1% | $6,690+121.0% |
| Admin fee / account holder | $216 | $15,053-98.6% | $13,006-98.3% | $13,400-98.4% |