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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 | $368,038 | $156,398+135.3% | $147,318+149.8% | $138,895+165.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.94% | 78.75%-74.8pp | 70.43%-66.5pp | 145.39%-141.5pp |
| Employer contribution / active EE | $34,410 | $4,853+609.0% | $4,593+649.2% | $4,194+720.4% |
| Participant deferral / active EE | $20,000 | $8,237+142.8% | $7,906+153.0% | $6,396+212.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |