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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 | $312,626 | $148,629+110.3% | $135,982+129.9% | $139,487+124.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.42% | 79.33%-68.9pp | 68.32%-57.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $7,759 | $5,247+47.9% | $4,859+59.7% | $4,755+63.2% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |