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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 | $480,340 | $162,136+196.3% | $152,301+215.4% | $154,746+210.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.74% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,405 | $4,890-71.3% | $4,624-69.6% | $4,379-67.9% |
| Participant deferral / active EE | $20,667 | $8,341+147.8% | $8,004+158.2% | $6,730+207.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |