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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 | $261,410 | $199,109+31.3% | $173,730+50.5% | $154,746+68.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.79% | 20.02%-13.2pp | 19.96%-13.2pp | 172.34%-165.5pp |
| Employer contribution / active EE | $15,079 | $5,311+183.9% | $4,577+229.4% | $4,379+244.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $92 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |