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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 | $462,119 | $209,336+120.8% | $197,124+134.4% | $137,256+236.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.85% | 48.09%-40.2pp | 44.34%-36.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $8,109 | $6,591+23.0% | $6,227+30.2% | $4,156+95.1% |
| Participant deferral / active EE | $23,083 | $9,614+140.1% | $9,135+152.7% | $6,407+260.3% |
| Admin fee / account holder | $145 | $17,308-99.2% | $16,298-99.1% | $12,270-98.8% |