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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 | $840,622 | $154,228+445.1% | $145,433+478.0% | $137,256+512.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,174 | $4,804-13.1% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $26,341 | $8,216+220.6% | $7,897+233.5% | $6,407+311.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |