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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 | $591,742 | $185,312+219.3% | $161,489+266.4% | $154,746+282.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 8.02% | 103.84%-95.8pp | 89.72%-81.7pp | 172.34%-164.3pp |
| Employer contribution / active EE | $6,570 | $4,769+37.8% | $4,268+53.9% | $4,379+50.0% |
| Participant deferral / active EE | $15,808 | $6,350+149.0% | $5,630+180.8% | $6,730+134.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |