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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 | $388,292 | $106,247+265.5% | $96,515+302.3% | $139,466+178.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.94% | 38.47%-33.5pp | 35.73%-30.8pp | 373.66%-368.7pp |
| Employer contribution / active EE | $1,955 | $4,106-52.4% | $3,740-47.7% | $4,754-58.9% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |