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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 | $294,355 | $165,381+78.0% | $149,730+96.6% | $158,966+85.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 4.99% | 348.29%-343.3pp | 276.70%-271.7pp | 302.95%-298.0pp |
| Employer contribution / active EE | $5,085 | $5,104-0.4% | $4,645+9.5% | $4,762+6.8% |
| Participant deferral / active EE | $11,109 | $7,182+54.7% | $6,843+62.4% | $5,983+85.7% |
| Admin fee / account holder | $44 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |