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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 | $555,387 | $157,304+253.1% | $141,197+293.3% | $152,909+263.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.31% | 64.34%-60.0pp | 71.41%-67.1pp | 345.46%-341.2pp |
| Employer contribution / active EE | $27,794 | $5,263+428.1% | $4,736+486.8% | $4,764+483.4% |
| Participant deferral / active EE | $15,496 | $7,111+117.9% | $6,710+130.9% | $5,851+164.8% |
| Admin fee / account holder | $192 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |