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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 | $319,165 | $106,905+198.6% | $84,020+279.9% | $152,885+108.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 2.68% | 105.00%-102.3pp | 71.31%-68.6pp | 345.39%-342.7pp |
| Employer contribution / active EE | $5,000 | $2,735+82.8% | $1,984+152.1% | $4,763+5.0% |
| Participant deferral / active EE | $6,252 | $4,012+55.8% | $3,239+93.0% | $5,851+6.9% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |