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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 | $285,451 | $124,425+129.4% | $112,040+154.8% | $137,256+108.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 9.77% | 24.72%-15.0pp | 24.52%-14.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,667 | $3,411+7.5% | $2,954+24.1% | $4,156-11.8% |
| Participant deferral / active EE | $13,366 | $5,718+133.7% | $5,098+162.2% | $6,407+108.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |