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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 | $463,576 | $181,896+154.9% | $156,551+196.1% | $273,972+69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.48% | 30.74%-29.3pp | 32.23%-30.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $7,786 | $6,248+24.6% | $5,501+41.5% | $4,869+59.9% |
| Participant deferral / active EE | $8,415 | $5,550+51.6% | $4,871+72.8% | $5,287+59.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |