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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 | $807,411 | $212,386+280.2% | $199,883+303.9% | $138,895+481.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.17% | 47.75%-40.6pp | 43.81%-36.6pp | 145.39%-138.2pp |
| Employer contribution / active EE | $5,000 | $6,625-24.5% | $6,261-20.1% | $4,194+19.2% |
| Participant deferral / active EE | $21,917 | $9,617+127.9% | $9,138+139.8% | $6,396+242.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |