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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 | $184,014+42.1% | $161,149+62.2% | $138,895+88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.79% | 21.52%-14.7pp | 21.16%-14.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $15,079 | $5,055+198.3% | $4,360+245.8% | $4,194+259.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $92 | $18,027-99.5% | $15,194-99.4% | $12,562-99.3% |