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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 | $260,429 | $197,637+31.8% | $177,848+46.4% | $158,982+63.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.60% | 58.77%-55.2pp | 48.33%-44.7pp | 302.99%-299.4pp |
| Employer contribution / active EE | $20,973 | $6,698+213.1% | $5,919+254.3% | $4,763+340.3% |
| Participant deferral / active EE | $15,143 | $8,405+80.2% | $7,714+96.3% | $5,983+153.1% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |