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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 | $279,802 | $157,276+77.9% | $141,177+98.2% | $152,885+83.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.39% | 64.33%-55.9pp | 71.40%-63.0pp | 345.39%-337.0pp |
| Employer contribution / active EE | $1,242 | $5,262-76.4% | $4,736-73.8% | $4,763-73.9% |
| Participant deferral / active EE | $17,250 | $7,110+142.6% | $6,710+157.1% | $5,851+194.8% |
| Admin fee / account holder | $32 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |