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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 | $278,982 | $126,661+120.3% | $113,397+146.0% | $138,895+100.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.51% | 25.05%-18.5pp | 23.20%-16.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $9,130 | $3,456+164.2% | $2,977+206.7% | $4,194+117.7% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |