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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 | $289,114 | $209,336+38.1% | $197,124+46.7% | $137,256+110.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.77% | 48.09%-44.3pp | 44.34%-40.6pp | 220.34%-216.6pp |
| Employer contribution / active EE | $3,465 | $6,591-47.4% | $6,227-44.4% | $4,156-16.6% |
| Participant deferral / active EE | $21,917 | $9,614+128.0% | $9,135+139.9% | $6,407+242.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |