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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 | $350,742 | $172,111+103.8% | $150,298+133.4% | $137,256+155.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.17% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.2pp |
| Employer contribution / active EE | $3,899 | $4,636-15.9% | $4,154-6.1% | $4,156-6.2% |
| Participant deferral / active EE | $15,633 | $6,166+153.5% | $5,453+186.7% | $6,407+144.0% |
| Admin fee / account holder | $97 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |