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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 | $256,252 | $85,766+198.8% | $136,298+88.0% | $70,126+265.4% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 11.08% | 31.46%-20.4pp | 5156.27%-5145.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $9,842 | $2,966+231.8% | $4,696+109.6% | $2,343+320.1% |
| Participant deferral / active EE | $5,757 | $5,051+14.0% | $6,247-7.8% | $3,332+72.8% |
| Admin fee / account holder | $10 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |