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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 | $313,911 | $174,379+80.0% | $152,093+106.4% | $138,895+126.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.62% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $8,873 | $4,652+90.7% | $4,175+112.5% | $4,194+111.6% |
| Participant deferral / active EE | $5,167 | $6,159-16.1% | $5,451-5.2% | $6,396-19.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |