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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 | $391,490 | $213,785+83.1% | $185,441+111.1% | $155,188+152.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.91% | 19.97%-14.1pp | 20.16%-14.3pp | 148.84%-142.9pp |
| Employer contribution / active EE | $3,752 | $5,393-30.4% | $4,672-19.7% | $4,248-11.7% |
| Participant deferral / active EE | $10,764 | $6,864+56.8% | $6,152+75.0% | $6,531+64.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |