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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 | $669,433 | $99,345+573.8% | $84,753+689.9% | $273,972+144.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.91% | 22.93%-21.0pp | 22.78%-20.9pp | 41.46%-39.5pp |
| Employer contribution / active EE | $10,433 | $4,214+147.6% | $3,574+191.9% | $4,869+114.3% |
| Participant deferral / active EE | $10,529 | $4,270+146.6% | $3,712+183.7% | $5,287+99.1% |
| Admin fee / account holder | $120 | $6,645-98.2% | $5,333-97.8% | $10,133-98.8% |