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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 | $362,154 | $156,398+131.6% | $147,318+145.8% | $138,895+160.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.53% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $3,880 | $4,853-20.1% | $4,593-15.5% | $4,194-7.5% |
| Participant deferral / active EE | $13,550 | $8,237+64.5% | $7,906+71.4% | $6,396+111.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |