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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 | $258,774 | $217,432+19.0% | $185,849+39.2% | $167,536+54.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.87% | 148.42%-140.5pp | 122.10%-114.2pp | 478.82%-470.9pp |
| Employer contribution / active EE | $3,477 | $5,875-40.8% | $5,169-32.7% | $4,839-28.1% |
| Participant deferral / active EE | $6,712 | $6,357+5.6% | $5,569+20.5% | $6,342+5.8% |
| Admin fee / account holder | $244 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |