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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 | $352,788 | $96,524+265.5% | $75,900+364.8% | $152,909+130.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 1.59% | 33.93%-32.3pp | 30.73%-29.1pp | 345.46%-343.9pp |
| Employer contribution / active EE | $17,325 | $3,311+423.3% | $2,501+592.7% | $4,764+263.7% |
| Participant deferral / active EE | $3,735 | $4,554-18.0% | $3,604+3.6% | $5,851-36.2% |
| Admin fee / account holder | $68 | $8,082-99.2% | $5,421-98.8% | $11,601-99.4% |