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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 | $628,423 | $185,312+239.1% | $161,489+289.1% | $154,746+306.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.36% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $3,561 | $4,769-25.3% | $4,268-16.6% | $4,379-18.7% |
| Participant deferral / active EE | $9,784 | $6,350+54.1% | $5,630+73.8% | $6,730+45.4% |
| Admin fee / account holder | $36 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |