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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 | $260,211 | $156,398+66.4% | $147,318+76.6% | $138,895+87.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.58% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,983 | $4,853-38.5% | $4,593-35.1% | $4,194-28.9% |
| Participant deferral / active EE | $20,104 | $8,237+144.1% | $7,906+154.3% | $6,396+214.3% |
| Admin fee / account holder | $294 | $14,976-98.0% | $13,708-97.9% | $12,562-97.7% |