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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 | $292,237 | $142,426+105.2% | $115,167+153.8% | $152,909+91.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 6.67% | 41.48%-34.8pp | 35.60%-28.9pp | 345.46%-338.8pp |
| Employer contribution / active EE | $1,669 | $4,011-58.4% | $3,179-47.5% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |