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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 | $344,967 | $148,582+132.2% | $135,942+153.8% | $139,456+147.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 8.21% | 79.26%-71.0pp | 68.28%-60.1pp | 373.45%-365.2pp |
| Employer contribution / active EE | $13,831 | $5,245+163.7% | $4,858+184.7% | $4,753+191.0% |
| Participant deferral / active EE | $10,489 | $8,101+29.5% | $7,759+35.2% | $6,711+56.3% |
| Admin fee / account holder | $61 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |