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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 | $959,021 | $98,776+870.9% | $149,745+540.4% | $79,856+1100.9% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 6.87% | 27.38%-20.5pp | 276.72%-269.9pp | 31.71%-24.8pp |
| Employer contribution / active EE | $13,912 | $3,217+332.4% | $4,646+199.5% | $2,471+463.0% |
| Participant deferral / active EE | $7,583 | $5,681+33.5% | $6,843+10.8% | $3,741+102.7% |
| Admin fee / account holder | $92 | $6,053-98.5% | $9,312-99.0% | $5,306-98.3% |