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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 | $348,776 | $209,336+66.6% | $197,124+76.9% | $137,256+154.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 5.75% | 48.09%-42.3pp | 44.34%-38.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $4,965 | $6,591-24.7% | $6,227-20.3% | $4,156+19.5% |
| Participant deferral / active EE | $8,202 | $9,614-14.7% | $9,135-10.2% | $6,407+28.0% |
| Admin fee / account holder | $5 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |