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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 | $314,867 | $183,516+71.6% | $155,534+102.4% | $145,884+115.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.12% | 61.43%-56.3pp | 64.92%-59.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $9,420 | $5,315+77.2% | $4,675+101.5% | $4,662+102.0% |
| Participant deferral / active EE | $18,546 | $6,467+186.8% | $5,630+229.4% | $6,690+177.2% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |