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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 | $317,601 | $199,109+59.5% | $173,730+82.8% | $154,746+105.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.75% | 20.02%-14.3pp | 19.96%-14.2pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,360 | $5,311-74.4% | $4,577-70.3% | $4,379-68.9% |
| Participant deferral / active EE | $6,400 | $7,113-10.0% | $6,326+1.2% | $6,730-4.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |