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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 | $262,300 | $209,874+25.0% | $189,537+38.4% | $167,536+56.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.85% | 748.61%-741.8pp | 555.34%-548.5pp | 478.82%-472.0pp |
| Employer contribution / active EE | $8,492 | $6,913+22.8% | $6,161+37.8% | $4,839+75.5% |
| Participant deferral / active EE | $24,178 | $8,934+170.6% | $8,220+194.1% | $6,342+281.2% |
| Admin fee / account holder | $96 | $14,299-99.3% | $12,048-99.2% | $12,315-99.2% |