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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 | $162,136+102.8% | $152,301+115.9% | $154,746+112.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 4.06% | 91.02%-87.0pp | 80.50%-76.4pp | 172.34%-168.3pp |
| Employer contribution / active EE | $8,971 | $4,890+83.4% | $4,624+94.0% | $4,379+104.9% |
| Participant deferral / active EE | $5,921 | $8,341-29.0% | $8,004-26.0% | $6,730-12.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |