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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 | $408,153 | $99,053+312.1% | $88,179+362.9% | $138,895+193.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.35% | 78.17%-68.8pp | 64.97%-55.6pp | 145.39%-136.0pp |
| Employer contribution / active EE | $4,623 | $2,882+60.4% | $2,549+81.3% | $4,194+10.2% |
| Participant deferral / active EE | $15,984 | $5,225+205.9% | $4,614+246.5% | $6,396+149.9% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |