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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 | $328,831 | $196,972+66.9% | $182,262+80.4% | $198,609+65.6% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 4.06% | 158.27%-154.2pp | 140.60%-136.5pp | 202.70%-198.6pp |
| Employer contribution / active EE | $8,971 | $5,364+67.3% | $5,046+77.8% | $5,055+77.4% |
| Participant deferral / active EE | $5,921 | $8,643-31.5% | $8,276-28.5% | $6,977-15.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |