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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 | $427,218 | $97,125+339.9% | $86,233+395.4% | $137,256+211.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.82% | 74.19%-64.4pp | 61.39%-51.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,292 | $2,841-19.3% | $2,504-8.5% | $4,156-44.9% |
| Participant deferral / active EE | $6,475 | $5,180+25.0% | $4,559+42.0% | $6,407+1.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |