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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 | $172,111+243.8% | $150,298+293.7% | $137,256+331.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 8.02% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $6,570 | $4,636+41.7% | $4,154+58.1% | $4,156+58.1% |
| Participant deferral / active EE | $15,808 | $6,166+156.4% | $5,453+189.9% | $6,407+146.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |